The stock market may be “crushing” Berkshire Hathaway, but that doesn’t mean Warren Buffett has lost his touch, according to a recent MarketWatch article by Larry Swedroe, chief research officer…
Economic Optimism in Order
Despite the fact that U.S. consumer sentiment has dropped and business activity seems to be slowing, a “period of sluggish growth looks more likely than an outright recession,” according to…
Never Say Never
By Jack Forehand, CFA (@practicalquant) Never tends to be an overused word in investing. Don’t get me wrong, I am big believer that the past is often the best guide…
Buffett Likes U.S. Banks
Warren Buffett’s Berkshire Hathaway has increased its holding of financial services stocks to roughly $100 billion, about one-fifth of its total market capitalization. This according to an article inThe Wall…
McKinsey Warns of Another Asia Debt Crisis
In an August report, global consulting firm McKinsey & Co. says that high levels of debt, lender vulnerabilities and “shadow” banking practices are warning signs of a potential debt crisis…
Americans Googling the Dow Could Spell Trouble
The increase in Google searches for “dow jones” could spell trouble for the markets going forward, according to an article in MarketWatch. The article cites comments from Nicholas Colas, co-founder…
Asness: Hard to Say When Value Will Win Again
“There is no magic answer,” says AQR’s Cliff Asness when asked when the value strategy will make a comeback, according to a recent article in Financial Review. “A huge part…
The Best-Performing Hedge Fund in the World is up 278% This Year
Singapore-based Vanda Global Fund Ltd., up 278% through July, has delivered an average annualized return of 40% since inception and is the best-performing hedge fund in the world according to…
Value Stocks or Value Traps?
A recent Morningstar article discusses the risks associated with value stocks, which are now cheaper than ever. The article cites a recent report by BlackRock that issued a “stark” warning:…
Mark Mobius says Buy Gold "At Any Level"
According to veteran investor Mark Mobius, “Gold’s long-term prospect is up, up and up, and the reason why I say that is money supply is up, up and up,” reports…