In a recent episode of WealthTrack, host Consuelo Mack talked with Miller Value Partners’ founder and CIO Bill Miller about the state of the market today and his outlook going…
Bill Ackman is Long-Term Bullish on America
In a recent interview with CNBC, billionaire investor Bill Ackman said he’s bullish on the U.S. and markets over the long term but added “I’m cautious on markets over the…
Golden Cross: The S&P 500’s Bullish Technical Signal
The S&P 500 is sending a positive signal, according to a recent article in Bloomberg. The so-called golden cross—when the S&P 500’s 50-day moving average breaks above its 200-day level—is…
Bill Gross: Value Will Outpace Growth
Veteran investor and former Pimco fund manager Bill Gross says the surge in growth stock performance is tied to interest rates and, if they rise, value will be poised to…
Excess Returns, Ep. 35: Finding Diamonds in the Rough Among Growth Stocks
Buying expensive stocks has historically been a terrible investing strategy. On average, expensive stocks significantly underperform the market as a whole over time. But despite the poor performance of the…
Buffett’s Ties that Bind: Eight Timeless Contributions
A recent Validea blog outlines the following eight lessons Warren Buffett has taught Berkshire Hathaway shareholders— that may have kept them loyal through recent years of lagging performance: Education: The…
Bridgewater Talk on Global Outlook: Is Stagflation Next?
Earlier this month, Bridgewater Senior Portfolio Strategist Jim Haskel discussed the current market environment with the firm’s Co-CIO Greg Jensen including the global outlook as the Covid-19 pandemic continues, the…
Goldman Gives this a 90% Chance of Happening Over Next Decade
Strategists at Goldman Sachs, led by David Kostin, estimate that the S&P 500 will generate average annual returns of 6% over the next decade. This according to an article in…
When Fundamentals Don’t Matter
By Jack Forehand (@PracticalQuant) Valuing companies can be a challenging process. While it is commonly accepted that the value of a company is the present value of its future cash…
Should Investors Embrace Tech Valuations Instead of Criticizing Them?
Tech stocks recently reached a record high after rebounding from their March low, according to a recent Bloomberg article that adds, “The stock market is not the economy, but it…