It’s “never been more clear that America is consumed with the need to invest heavily across a variety of industries to power growth in the years to come,” according to…
Weekly Highlights: Quality on Sale?, Machine Learning, and Why Peter Lynch May the GOAT Stock Picker
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Ritholtz Says Lynch is the GOAT
In a recent Big Picture blog, Barry Ritholtz, CIO of Ritholz Wealth Management, named Peter Lynch the greatest stock-picker of all time (GOAT). Ritholtz notes that the honor would go…
AQR’s Cliff Asness on the Value Outlook
In January, Bloomberg’s Erik Schatzker interviewed AQR co- founder Cliff Asness on the state of value investing and, more specifically, the rough sledding AQR has experienced in the last year.…
Amid Retail Trading Frenzy, Companies Focus on Small Shareholders
The increases in small, retail investors have some companies looking for new ways to engage with their new shareholders, according to a recent article in The Wall Street Journal. “The…
Is Quality on Sale?
By Jack Forehand (@PracticalQuant) — Value investing is far from an exact science. Not only is there significant debate about the proper metrics to use to define value, but there is…
Stock Market Playbook Rewritten by Inflation Angst
Inflation is bad news for bond investors but can be less “’categorically awful” for equity traders, “given the ability of certain companies to wring profits from higher prices.” This according…
A Boom on the Post-Pandemic Horizon?
Although economic forecasters have always anticipated a period of strong growth to emerge post-pandemic, in recent weeks and months they have shifted to even more optimistic expectations: “a supercharged rebound…
Bear Market Survival Tips from a Value Manager
Global asset manager NN Investment Partners hired the firm Essentia Analytics to quantitively examine behavioral biases and better understand the firm’s strengths and weaknesses. This according to a recent article…
Felix Zulauf on ‘Crazy’ Policies, Bargains and Bitcoin
A recent Barron’s article offers highlights from an interview with Felix Zulauf–owner and president of Zulauf Consulting and retired Barron’s Roundtable member–that touches on markets, bond yields, China and Bitcoin.…