Our economy is changing. Gone are the days where the biggest companies require substantial physical assets to operate and grow their businesses. Most of the companies that dominate our economy…
Quants Seeing Record High Correlations
Factor investing strategies, described in a recent Bloomberg article as the “$2 trillion corner of the quant world,” are seeing the highest level of correlations in two decades and are…
The Ins and Outs of SPAC
Unique rights give to early investors in special-purpose acquisition companies (SPACs)—which aim to purchase promising startups and then take them public—if benefiting some of the “biggest players in finance, particularly…
Jeremy Siegel: Bad News for Bonds
In a recent CNBC interview, Wharton finance professor Jeremy Siegel shared insights on the outlook for interest rates and what that means for bondholders. Here are some takeaways from Siegel’s…
Ariel’s Charlie Bobrinskoy on Value vs. Growth Outlook for 2021
In an interview with Yahoo Finance last December, Ariel Investments Vice Chairman of Investment Group Charlie Bobrinskoy discussed a variety of factors that will fuel the outperformance of value investing…
Interview: Replicating Private Equity in Public Markets with Verdad's Brian Chingono (Ep. 67)
There are many misconceptions about private equity. Most investors see it as a domain where high net worth investors and institutions earn returns that can’t be achieved via public markets.…
Robert Shiller on the Narratives Driving the Market
In a recent WealthTrack interview, Nobel Laureate Robert Shiller discussed the narratives that are driving the markets and offered advice to investors on the best way to stay in the…
Where’s the Beef? Where’s the Value?
By Justin J. Carbonneau (@jjcarbonneau) — “Where’s the beef”, the popular quip from the 1984 Wendy’s commercial showed three women looking at a big, fluffy bun with expectations of an…
Examining the Arguments Against Value Investing
After a decade of struggle, the past six months have finally given value investors reasons for optimism. Although the recent outperformance pales in comparison to the underperformance over the course…
Guru Investor Blog Weekly Highlights: 01/22/2021
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss Validea’s original commentary, including Jack’s article on momentum investing and our…