Return data from university endowments for the fiscal year ended June 30th “is not pretty,” writes columnist Barry Ritholtz in a recent Bloomberg article. Ritholtz cites return estimates of 8.7%…
Ray Dalio's Power Branding
A report released earlier this month by Peregrine Communications shows that Bridgewater Associates founder Ray Dalio is mentioned more often in the media than State Street Global Advisors and Natixis…
The 'Sweet Spot' Stocks Most Investors Miss
Midcap stocks have been met with indifference by many investors, but may be worthy of some attention, according to a recent article in Investor’s Business Daily. So far this year,…
Shiller: What People Say Can Set Off Recession
While economic and monetary policy as well as “leading indicators” can provide insight regarding the state of the markets and the economy, “they have severe limitations as forecasting tools. This…
One Quant Sees Value Rotation as Growth Bubbles Over
Value stocks are “poised to generate some of their best returns in a quarter-century,” says QMA CEO Andrew Dyson (QMA is the quantitative arm of PGIM). This according to a…
How Value Investors Can Navigate Short-Term Volatility
In a recent interview, Samantha McLemore, CFA, portfolio manager of Miller Value Partners‘ Opportunity Equity fund, offered insights regarding how value investors can navigate market turbulence. Here are some highlights…
Ritholtz: Passive Doesn't Rule the World
“The hype about passive taking over the investing world is just that–hype.” This according to columnist Barry Ritholtz in a recent article for Bloomberg. “Active management in the U.S. trounces…
Swedroe: New Findings on the Low-Risk Anomaly
New research on the low-risk anomaly—in which less risky stocks earn higher risk-adjusted returns—shows “exactly which types of stocks are likely to perform poorly over time, especially in a bear…
Shift from Momentum Proves Boon or Einhorn's Greenlight Capital
David Einhorn’s Greenlight Capital hedge funds gained 8.4% in September, bringing average weighted returns for the year to 24%, the company reported. This according to a recent article in Bloomberg.…
Lessons from March For The Fallen
On September 28th, 2019, I had the privilege of participating in March for the Fallen (#MFTF), an event that honors military soldiers who lost their lives defending our country and…