Marko Kolanovic, JPMorgan’s global head of macro quant and derivatives strategy, says the “massive rotation into value stocks that rocked investors two months ago is going to extend to 2020,”…
Buffett's Bid for Tech Data Thwarted
Berkshire Hathaway’s $5 billion offer ($140 per-share) for technology distributor Tech Data Corp. was beat by private equity firm Apollo Global Management last month with an offer of $145 per…
If You Think You're Diversified, Think Again
Diverging performance doesn’t necessarily signal true diversity, says Nomura quant strategist Joseph Mezrich. This according to a recent article in Barron’s. While selecting stock groups based on different characteristics should…
Five Questions: The Man Who Solved the Market with Gregory Zuckerman
If I asked you to name the greatest investor of all time, you would likely immediately think of Warren Buffett. And there is good reason for that. Buffett has put…
Charts that Scare Wall Street
A recent article in Bloomberg offers a compilation of what it calls “Wall Street’s chilling charts” that highlight ongoing concerns about high levels of corporate debt, volatile markets and the…
Netflix's 23,000% Gain Isn't the Century's Top Performance
A $100 investment in Netflix at the beginning of the century would have landed you $23,000 today, but a recent article in MarketWatch reports that it’s the second-best performer. “Cost-estimating…
Nobel Laureate on Solving the 'Nastiest, Hardest' Problem in Retirement
A few decades ago, Nobel Prize-winning economist William Sharpe—creator of the Capital Asset Pricing Model (CAPM) and the return metric called the Sharpe ratio—turned his attention to the risk Americans…
Stock Market Needs 'Knights of Faith'
In a recent Wall Street Journal article, columnist Jason Zweig argues that it’s now easier for investors to recover losses after a market dip due to lower trading costs and…
Tudor Jones Sees Growth Environment
At the Greenwich Economic Forum held earlier this month, billionaire hedge fund manager Paul Tudor Jones said equities are being bolstered in a big way by efforts to stimulate global…
Gundlach Expects Trouble for U.S. Equities
In an interview with Finanz und Wirtschaft, DoubleLine CEO Jeffrey Gundlach expressed concern for U.S. equities as a result of the levels of government and corporate debt, arguing that investors…