It has been said that the most dangerous words in investing are “this time is different”. But sometimes a confluence of factors come together to significantly change the character of…
Value Stocks and Why You’re Not Getting a Premium
A recent MarketWatch article outlines some reasons why investors are abandoning value investing, and offers insights on why they shouldn’t. “The long-term case for value stocks is easy to make,”…
More Dark Days for Dollar as U.S. Stocks Outperform
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…