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.…
Stocks Go Up in the Long Run
A recent article in The Wall Street Journal says that stocks mostly go up in the long run, unless faced with political turmoil or war. Citing the example of Japan’s…
How Value Stocks Will Benefit from Economic Recovery
A recent article in Barron’s offers insights for value investors from Ariel Investments founder John Rogers. Here are some key takeaways from Rogers’ comments: The markets are underestimating the strength…