A recent article in The New York Times profiles a Japanese mochi business that started amid a pandemic—in the year 1000—to highlight survival lessons and the importance of taking the…
Lessons From Our First Year of Podcasting (Ep. 58)
We have reached the one year anniversary of the podcast so we wanted to take a break from our regular investing episodes for a week and reflect back on our…
Vaccine a “Game-Changer,” According to JPMorgan
Strategists at JPMorgan Chase have upped their exposure to global stocks and retreated further from sovereign bonds, calling the recent positive vaccine news a “game changer” for markets. This according…
In a Turbulent Year, Active Managers Struggle to Prove Their Worth
Although traditional money managers have long argued that they would prove their value in the next downturn, it looks like 2020 will “end up as another muddled year for active…
Pandemic Spending Boosting Global Debt to Record $277 Trillion by Year End
A report last month by the Institute of International Finance (IIF) states that global debt is expected to rise to a record $277 trillion by the end of this year…
Do Analyst Recommendations Add Value? Maybe
A new study may cast doubt on the conventional wisdom that following analyst buy or sell recommendations isn’t going to pay off for investors. This according to a recent article…
An Investment Manager’s Perspective: Does Value Investing Still Work?
A recent article in The Washington Post outlines “numbers that most retail investors have never heard of” to help explain why value investor Ted Aronson of AJO Partners decided to…
Zweig on the Stock Market: Bubble or Fire?
In a recent Wall Street Journal article, columnist Jason Zweig argues, “Rather than regarding overvalued assets as a bubble, we might consider them a fire. The more it expands and…
Diverse Thinkers Equal Better Results, Study Shows
A new study by researchers at Florida State University shows that the “group decision-making process may work best when members process information a bit differently.” This according to an article…
How London High-Flyer Dodged Covid to End Up on Top
A recent article in The Guardian profiles fund manager Terry Smith and the 10-year anniversary of his Fundsmith Equity fund, now the “biggest and most successful mainstream fund in the…