Last year, Warren Buffett resisted pressure to buy back Berkshire Hathaway stock, pay a dividend or “be more aggressive with investments,” a strategy that seems to be paying off. This…
The Big Short’s Michael Burry Slams Lockdowns
Doctor-turned-investor Michael Burry, who bet against mortgage securities before the 2008 financial crisis, has condemned the coronavirus-related lockdown on social media. This according to a recent Bloomberg article. In a…
Has the Stock Market Become a Value Trap?
“It remains to be seen whether Covid-19 is coming under control. When it comes to valuations, though, the optimists may well have fallen into a trap.” This according to a…
Singer Says Market Will Slide Again, to 50% Below Peak
In a recent letter to clients, hedge fund manager Paul Singer’s firm Elliott Management warned of another market dip coming down the pike, this one to the tune of 50%…
A Look at Some Alternative Ways to Manage Risk
By Jack Forehand, CFA The 60/40 portfolio gets a bad rap. It seems like there is a new article or study every week talking about its weaknesses or outlining why…
Quickest Stocks to Recover from Coronavirus Crash May Be the Smallest
In a recent MarketWatch article, columnist Mark Hulbert suggests that the highest quality small-cap stocks may weather the coronavirus storm better than others. Using data from Ned Davis Research, Hulbert…
Long-Term Coronavirus Damage Must Be Reduced by Fed
In a new series on the “economic cures” for the coronavirus, the Financial Times is offering insights from leading commentators and policymakers on “how to alleviate a devastating global slowdown”.…
When to Expect Stocks to Revisit Their Coronavirus Crash Low
In a recent MarketWatch article, columnist Mark Hulbert argues that those who say the coronavirus bear market is behind us may be more hopeful than correct. “While the market’s rally…
A “Great Cessation” Investing Playbook
While the fall in stock prices amid the coronavirus pandemic might be encouraging “for those with the cash and courage to begin buying into the decline,” a recent Wall Street…
Companies Aren’t Buying Their Own Stock
Many companies have curtailed share repurchase plans to conserve cash during the coronavirus pandemic, “removing a crucial pillar of support for the stock market as it struggles to find its…