After posting its worst-ever returns, clients of investing giant Renaissance Technologies have asked for $5 billion in redemptions since December and are poised to “yank another $1.65 billion this month,”…
Commodities Set to Boom after 10 Years of Underperformance
Natural resources like energy, metals and agriculture “look set for an extended run, and investors should get on board,” says a recent article in Barron’s. The article reports that, according…
China Hedge Funds Trounce Wall Street
The outsized gains enjoyed by China’s hedge funds are putting them ahead of their foreign competitors and helping attract more assets. This according to a recent article in Bloomberg. “The…
Value Investing’s Future
Dimensional Fund Advisors co-CEO and CIO Gerard O’Reilly says value is poised for a comeback but that the data is too “noisy” to know when it will happen. This according…
What GameStop’s Crazy Ride Can Teach Us About Investing
By Justin J. Carbonneau (@jjcarbonneau) — There’s a saying from Winston Churchill, “Never let a good crisis go to waste”, and while the news around the Reddit message board, r/wallstreetbets,…
Ethanol Plant to be Purchased by Buffett-Backed Truck Stop
A chain of truck stops partially owned by Berkshire Hathaway is buying an ethanol plant “just as the beleaguered industry may be turning around,” according to a recent article in…
Is There a Responsible Way to Time the Market?
Market timing—trying to predict future market prices and buy/sell accordingly—is usually a fool’s errand, but periodic rebalancing represents a responsible form of timing for the long-term investor. This according to…
Bitcoin for Your Portfolio?
Bitcoin investors have been on a “wild ride lately,” and the cryptocurrency has even been attracting more interest from mainstream investors, but there are “reasons to be skeptical” according to…
Market Cap-to-GDP valuations: The Buffett Indicator Revisited
A recent article in CFA Institute takes an in-depth look at the so-called Buffett Indicator, or market-cap divided by Gross Domestic Product, with a focus on whether it is applicable…
The Elusive Definition of Risk – And Some Practical Ways to Measure It (Ep. 71)
Risk is one of the most difficult concepts in investing to define. Part of that is because we face many risks as investors that come from many different directions. But…