As investors continue to react to the effects that “massive American equity-market gains” are having on their portfolios, the dollar’s weakest quarter in a decade may get worse. This according…
Zweig on Investors Who Tried to Win by Losing Less (and Lost Anyway)
In a recent Wall Street Journal article, columnist Jason Zweig highlights how this year’s performance of low-volatility funds—expected to “do better in bad times while still faring well in good…
Which is Best for You, Growth or Value Investing?
A recent article in Forbesoffers insights on and comparisons of growth and value investing strategies. While a growth investing strategy “aims to buy young, early stage companies that are seeing…
Risk of Delayed U.S. Election Result Overestimated, Says Goldman
Goldman Sachs Group says “traders should temper their fears that a delayed U.S. election result could upend markets,” according to a recent article in Bloomberg. Two of the firm’s economists…
Is the Stock Market History of the 1918-20 Pandemic Repeating Itself?
In a recent article for The Wall Street Journal, columnist Mark Hulbert argues that leaning on history to predict the effect the current pandemic will have on the markets could…
Thinking Long Term with Near-Zero Interest Rates
A recent article in The Wall Street Journal reports that short-term rates may be held near zero for several more years, encouraging some to buy or refinance homes while triggering…
Dalio: Dollar as Reserve Currency Threatened
The dollar’s long-standing position as global reserve currency is in danger because of the “steps the U.S. has taken to support its economy during the Covid-19 pandemic,” says Bridgewater founder…
What Is the Future of the 60/40 Portfolio?
The traditional portfolio balance of stocks and bonds—known as the 60/40 mix—is “at risk of becoming obsolete as some investors predict years of underperformance by both its component parts.” This…
The Size Effect Never Existed
While some young academics are trying to increase the list of investment factors, “grizzled veterans are concluding that the small-company effect does not, after all, exist.” This according to a…
The Role of Expectations in Investing
By Jack Forehand, CFA (@practicalquant) I am not one to go out to fancy restaurants very often. Most of the time, I tend to prefer cooking at home to eating…