While the coronavirus pandemic “rocked” global markets in the first quarter of 2020, a recent Morningstar article reports that momentum exchange-traded funds navigated fairly well, an unusual occurrence that cannot…
Munger on How Robinhood is Luring Novice Investors in ‘Dirty Way’
In a virtual talk given last month in Los Angeles, Charlie Munger—the 97-year-old vice chairman of Berkshire Hathaway chairman and longtime business partner of Warren Buffett—issued a “dire warning on…
Weekly Highlights: Is Ark a Systemic Risk?, Bitcoin Matures & Why Everyone Needs A Charlie Munger
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…
The Dollar Will Lose More Value
An article in Chief Investment Officer from last December predicts that the “slumping dollar can expect to drop some more—a lot more, actually.” The article cites comments from a Citigroup…
Investing Know-How for the Masses from Goldman
Last month, Goldman Sachs announced the launch of Marcus Invest, a low-cost digital platform that allocates and automatically rebalances individuals’ wealth across portfolios of stocks and bonds based on the…
How Most Value Managers are Getting it All Wrong
In a recent episode of the Bloomberg Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway talk to Rafe Resendes, portfolio manager and co-founder of the Applied Finance Group, about…
Bridgeway's John Montgomery On Their Unique Culture and Lessons From a 25+ Years in Quant Investing
In this episode, we are joined by John Montgomery, the founder and CIO of Bridgeway Capital Management. Bridgeway is unique in the world of Wall Street, where profits are usually…
After Bruising Year, Bridgewater Reshuffles Leadership
After one of the most challenging years in the hedge-fund giant’s history, Bridgewater Associates is “reshuffling” its management team, according to a recent article in The Wall Street Journal. The…
Bitcoin Grows Up
By Justin J. Carbonneau (@jjcarbonneau) — Bitcoin has gone from JV to Varsity, and now has a valuation as high as some of the world’s top companies. Turning 12 years…
Buffett’s Letter Doesn’t Take Reddit Bait
With his quintessential charm and wisdom, the 90-year-old Warren Buffett offered perspective and level-headedness in his annual letter to Berkshire Hathaway shareholders, according to a recent article in Bloomberg. “All…