Confirmation bias is one of the most damaging biases in investing. All of us want to be right. We all want to think that opinions that disagree with ours don’t…
What Would Jack Bogle Tell Us Now?
Unfortunately, we don’t have Jack Bogle “around to calm us down anymore,” writes Wealth Logic founder Allan Roth in a recent Financial Planning magazine article. Roth, a long-time follower of…
Bloomberg Opinion: This is Looking More Like a Financial Crisis
Bloomberg Opinion: This is Looking More Like a Financial Crisis A recent article in Bloomberg argues that the current situation resembles the start of a financial crisis: “Businesses and banks…
Playbook for Investing Amid the Coronavirus
A recent article in Forbes compares the current investing backdrop to that of 9/11 and the financial crisis of 2008. Following are highlights from the article: Current situation versus 9/11:…
Buffett: Negative Rates Are More Puzzling Than Scary
The prospect of negative interest rates confounds Warren Buffett but doesn’t frighten him, according to a recent Bloomberg article. “U.S. policy makers have been seeking to grapple with the economic…
Themes of a Bottoming Process
Stocks are bottoming, but it is a process rather than an event and will therefore take some time. This according to a recent article in Financial Advisor magazine that argues,…
Three Things I Feel Strongly About – And Why I Might Be Wrong
By Jack Forehand, CFA (@PracticalQuant) Confirmation bias is one of the most damaging biases in investing. All of us want to be right. We all want to think that opinions…
Stocks are not a Bargain Yet
In a recent Bloomberg article, columnist Nir Kaissar asserts that the U.S. stock market is not yet offering the “historic buying opportunity some investors have been waiting for.” In response…
Jeffrey Gundlach Excited by Selloff
Bond manager Jeffrey Gundlach describes the recent selloff in markets as ‘exhilarating’ and one that plays ‘right into the DoubleLine wheelhouse.” This according to a recent article in CityWire. In…
Ray Dalio: Loss to US Corporations from Coronavirus to Reach $4 Trillion
Last week, Bridgewater founder Ray Dalio said he predicts US companies will lose $4 trillion because of the coronavirus pandemic. This according to an article in Chief Investment Officer. “What’s…