By Justin Carbonneau (@jjcarbonneau) Imagine for a moment you were one of the very first investors in Berkshire Hathaway in 1965 and you’ve stayed committed to Buffett all these years…
Jeremy Siegel: “Fairly Valued” Market Presents Two Big Risks
A recent article in Advisor Perspectives summarizes an interview with Wharton professor, Wisdom Tree senior investment strategy advisor and author Jeremy Siegel. Here are highlights from Siegel’s comments: Valuations: While…
Wheat and Oil to Spice Up Returns for Patient Investors
In a recent Wall Street Journal article, columnist Jason Zweig explains how investing in commodities can pay off. Even though assets like oil and gas, corn, wheat, hogs and nickel…
Markets Have Lost Their Cool, and Here’s Why
A recent bump in market volatility underscores “why investors should mistrust serene markets,” according to a recent article in The Wall Street Journal. On Wall Street, the article explains, market…
A Loser’s Game for Active Managers
“What is ironic is that active managers have been doing exactly what they needed to do to fight back, and it still hasn’t helped much. It might even be hurting,”…
Excess Returns, Episode 2: The Rising Bar for Active Management
The market has always been tough to beat, but the ability to investors to gain inexpensive exposure to factors like value and momentum has made the job of active managers…
A Refresher on Stock Investing Basics
In a recent Bloomberg article, columnist Nir Kaissar argued that profits, governance and price should always be front and center in the stock investment decision-making process. Kaissar used the missteps…
How One Stock Fund Finds Winning Picks
A recent article in Barron’s profiles Grandeur Peak International Stalwarts fund lead manager Randy Pearce and the “small army” of investment analysts his firm uses to research and identify opportunities…
Fidelity Warns Baby Boomers to Lay off Stocks
According to a recent Bloomberg article, in its third-quarter retirement report Fidelity Investments said that Baby Boomers (those born between 1944 and 1964) are too heavily weighted in stocks. The…
A Formula to Explain the Great Decade for Stocks
A recent Fortune article by Ritholtz Wealth Management’s Ben Carlson argues that the past decade’s strong stock performance has been “almost exclusively driven by fundamentals, much to the chagrin of…