Value stock bulls argue that a blue wave would lead to “a massive stimulus package to rev up the economy and spur inflation,” setting the stage for a rally in…
When Quantitative Becomes Discretionary
By Jack Forehand, CFA (@practicalquant) As anyone who reads my articles likely already knows, I am a big believer in quantitative investing. I think the ability of systematic models to…
Paul Tudor Jones: Bitcoin Rally Still in “First Inning”
Billionaire hedge fund manager and longtime bitcoin trader Paul Tudor Jones says cryptocurrency is the best inflation hedge and that its rally is still in the “first inning.” This according…
Tobias Carlisle Offers Tips: Playing the Market’s Mean Reversion
Investor Tobias Carlisle says deep value investing can offer “asymmetric returns with limited downside and greater upside,” but represents a counter-intuitive approach. This according to a recent article in The…
Biden Says He and Buffett Talked Leadership
Last month, Joe Biden told donors that he had recently spoken with billionaire investor Warren Buffett about America’s role as a global leader. This according to a recent Bloomberg article.…
Don’t Take Election Stress Out on Your Investments
In the wake of the election, heightened emotions could lead some investors to act “in the heat of the moment” and make personal financial decisions that “prove costly.” This according…
Why Your Politics Shouldn't Affect Your Investment Portfolio (Ep. 50)
We all have our political views. We all have a series of policies that we think would make the world a better place than it is today. And in the…
Brown University Became Top Endowment in Ivy League
Brown University’s $4.7 billion endowment’s unique approach to seek out returns has paid off, generating a 12.1% return this year. This according to a recent article in The Wall Street…
Michael Bloomberg in Talks to Take Media Empire Public
Former mayor of New York City Michael Bloomberg, who has kept his $60 billion media empire Bloomberg LP private since its founding in 1981, is reportedly in talks with hedge…
An Investing Lesson from Harvard’s Below-Average Endowment Performance
Harvard University’s $42 billion endowment has lagged the S&P 500 for the 12th year in a row. This according to a recent article in MarketWatch by contributor Mark Hulbert. Performance…