Earlier this month, billionaire investor Bill Ackman awoke from a nightmare about the coronavirus and took to Twitter to recommend a shutdown of the country before calling CNBC. This according…
Recession and Investor Opportunities
A recent article in Morningstar suggests that, whether or not we are technically in the throes of a recession today, “we must gird up for the inevitable recessionary environment wrought…
Ariel’s John Rogers on This “Once in the Lifetime’ Buying Opportunity
Ariel Investment chairman John Rogers says investors should take advantage of the downturn, which is providing the type of buying opportunity that doesn’t come around often. This according to an…
China Stocks Buoyed by Eager Small Investors
Millions of individual Chinese investors have been buying stocks, “confident that Beijing has mastered the coronavirus and that cheap money, state spending and lighter regulation will produce a new boom.”…
Breaking Down What is Among the Most Extreme Sell-Off Wall Street Has Seen
A recent CNBC article provides insights and analysis of the coronavirus-related market sell-off. Here are some highlights: While many sounded alarms when COVID-19 emerged in China, the article says “the…
Wall Street Mayhem Making Money for the Fastest Quants
A recent article in Bloomberg reports that quantitative trading firms able to rapidly build models based on short-term market trends are benefiting from the current upheaval. After years of underperforming…
The Limits to Lessons from Past Bear Markets
By Jack Forehand, CFA (@PracticalQuant) The current bear market seems just like 2000. We had massive outperformance from growth and technology names coming into it, with small-cap value companies being…
Bill Miller Sees Buying Opportunity
In a CNBC interview earlier this month, investor Bill Miller said that the current climate is one of the best buying opportunities of his lifetime. Miller, who beat the market…
Stock Market Rout ‘Eviscerated’ Small-Caps
Small-cap stocks have taken a particularly strong beating over the past month, according to a recent article in The Wall Street Journal. “Companies in the small-cap category, which typically have…