A recent article in Bloomberg offers insights from sixteen leading quants regarding what’s on the horizon, “as factor strategies misfire and competition heats up in everything from artificial intelligence to…
Excess Returns, Ep. 13: The Dangers of Headline Investing
The recent market sell off related to the Coronavirus has many investors worried. And with good reason. When panics like this set in, we all tend to focus on worst…
How to Generate Income as Yields Fall
“Investing for income has never been so expensive,” according to a recent article in Barron’s that offers insights on how investors can find income amidst dropping yields. “The collapse in…
Charlie Munger: “Lots of Troubles Coming”
Berkshire Hathaway vice chairman Charlie Munger offered straight talk earlier this month at a Los Angeles-based Daily Journal annual shareholders meeting when he predicted rough waters ahead due to “too…
ETFs Had to Sell When the Stock Got Crushed
An article in The Wall Street Journal by columnist Jason Zweig reminds index-fund investors to understand what they own. Zweig illustrates with the example of how the SPDR S&P Dividend…
Five Questions: A Balanced Look at the Future of ETFs with Nate Geraci
The ETF landscape has been undergoing significant change in recent years. Although the lowest fee products and the largest providers continue to dominate, several new trends have the potential to…
“Parasite” a Big Win for Korean Hedge Fund
The small Korean hedge fund that invested $500,000 in the Oscar-winner Parasite, the first foreign-language film to win the award, was also a big winner, according to a recent article…
Ritholtz on the Yield-Curve Inversion
In a recent Bloomberg article, columnist Barry Ritholtz wrote that the yield-curve inversion that occurred earlier this month begs the question: “What might trigger the next recession and what might…
Excess Returns, Ep. 12: The Pros and Cons of Trend Following
To say that the track record of market timers in general is dismal would be an understatement. There are so many factors that impact market returns that getting them all…
The New Decade’s Best Performing Stocks Will Be Different Than the Last
An article in CNBC highlighted the best- and worst-performing stock sectors over the past ten years and shared insights regarding what to expect in the decade ahead. Over the past…