In last week’s piece, link here, I discussed what Peter Lynch might say to the millions of investors who have been investing in individual stocks over the last few months.…
Tesla’s Momentum ‘A Powerful Force’ that Leads Stock Market Surge
Tesla is among a small group of stocks whose recent surge has pushed the broader market higher, causing worry among some analysts. This according to a recent article in The…
Jonathan Tepper Talks Monopolies and Moats
Hedge fund manager Jonathan Tepper, advocate for healthy competition and author of The Myth of Capitalism: Monopolies and the Death of Competition, is using his research skills and market knowledge…
In A World of Bad Options, Stocks are the Default Choice
A recent article in Bloomberg by Aaron Brown (former managing director of AQR Capital Management) compares market risk factors today compared to several months ago. At the bottom of the…
Is the Growth-Over-Value Edge Finally Nearing an End?
While growth continues to outperform value, there are signs that the trend might be shifting, according to a recent Barron’s article. “While nothing grows to the sky forever,” the article…
Dalio Warns that ‘Capital War’ Between U.S. and China Would Hit Dollar
Billionaire investor Ray Dalio said that the U.S.-China conflict could turn into a ‘capital war’ that would negatively impact the dollar. This according to a recent article in Bloomberg. In…
Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected future fundamentals. But some have argued…
Ed Yardeni: Investors Should ‘Go Global’ to find opportunities
Veteran strategist Ed Yardeni warns that U.S. stocks are overvalued and could “face a shock if Covid-19 cases continue to surge and ripple across the U.S., and tensions with China…
$500-million SPAC Planned by Billy Beane of ‘Moneyball’ fame
A special purpose acquisition company (SPAC) called RedBall Acquisition Corp., co-chaired by baseball executive Billy Beane, announced a plan to raise $500 million in an initial public offering. This according…
As Others Hedge, is Buying Bank of America Stock the Right Move for Warren Buffett?
Warren Buffett’s Berkshire Hathaway bought $1.73 billion of Bank of America stock between July 20 and July 30, bringing its holdings to 1.02 billion shares, worth more than $25 billion.…