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,…
Buffett Tells Grads ‘There’s never been a better time’
In a recent phone call with the University of Nebraska Chancellor Ronnie Green, alum Warren Buffett (class of 1951) shared valuable perspective and advice—a conversation that served as the keynote…
Robert Shiller Would Not “Cash Out” of Pricey Stocks
In a December interview with CNBC, Nobel Laureate Robert Shiller offered his view of market movements, saying that vaccine optimism has placed the economy at a turning point. Although Shiller…
This is a Classic Cyclical Recovery, so Ignore the Noise
A recent Bloomberg article argues that after “blanking out the noise from American and European politics,” and pandemic news, the markets are signaling a “classic cyclical recovery.” The article outlines…