By Jack Forehand, CFA (@practicalquant) It would be an understatement to say that the last decade has been a challenging one for value investors. The problems were initially isolated to…
The Importance of Expectations in Investing (Ep. 63)
There is a common misconception that a good company is always a good investment. But that sometimes isn’t the case. The reason for that comes down to the role that…
MassMutual Buys $100 Million in Bitcoin
Massachusetts Mutual Life Insurance Co. purchased $100 million of bitcoin for its general investment account, “the latest sign of mainstream acceptance” of the digital currency. This according to a recent…
How to Avoid Common Mistakes That Could Derail Your Retirement
For those in retirement, the roller coaster of the past year proves that the biggest influence on their nest egg is “not what they hear on the news, but rather…
Big Gains for Small Hedge Funds in Tough Times
Although hedge funds have been trailing the U.S. stock market this year, some of the smallest are emerging as top performers. This according to a recent article in The Wall…
Vanguard First to Reach $1 Trillion in Equity Fund
The Vanguard Total Stock Market Index Fund has become the first to eclipse $1 trillion in assets, evidence of the rise in index-based investors over the past thirty years. This…
Bond Maven Dan Fuss Steps Off Fund after 30 Years
After more than 30 years managing the same fund, multisector bond maven Dan Fuss will step back from the $9.1 billion Loomis Sayles Bond fund next March. This according to…
Dalio Sees Soaring Asset Prices and ‘Flood of Money’
In a Reddit Ask Me Anything event earlier this month, billionaire investor Ray Dalio offered insights on the markets and economy, underscoring the importance of diversification, noting that the “flood”…
The Five Podcasts That I Never Miss an Episode Of
By Jack Forehand, CFA (@practicalquant) Early in my career, I thought I knew everything. I started investing during a period where the types of strategies we run, many of which…
Oakmark’s Bill Nygren on Where to Look for Value in the Market
In a recent interview with CNBC, Oakmark’s Bill Nygren shared his insights on today’s market environment and where investors may find value. “Part of being a value investor,” Nygren said,…