The latest installment of the quarterly Janus Henderson Global Dividend Index shows that while second-quarter global dividends hit a new record, they grew at a slower rate as a result…
How Bad Will the Next Recession Be?
While we may know that a recession is coming, a recent Washington Postarticles argues that the timing and severity is difficult to predict. Still, it says, we can look for…
How to Profit from Negative-Yielding Debt
Although the global purchase of negative-yielding bonds—which has reached nearly $17 trillion–may seem like a losing proposition, a recent Bloomberg article outlines three ways that these securities can be traded…
The Culture of Value Investing
In a June interview with WealthTrack, host Consuelo Mack talked to the senior portfolio managers of Tweedy, Browne Company—a firm which in the past held brokerage accounts for both Benjamin…
Warning from El-Erian: Negative Interest Rates Would Be Disastrous
In response to the recent yield curve inversion, Allianz chief economic adviser Mohamed El-Erian warned that negative yields in the U.S. could wreak as much havoc as political upheaval. This…
Berkshire Boosts Amazon Stake 11%
Second quarter regulatory filings by Berkshire Hathaway show that the company grew its stake in online retailing behemoth Amazon by 11% to a level of more than $1 billion, according…
What I Do With My Personal Portfolio
By Jack Forehand, CFA (@practicalquant) Josh Brown of Ritholtz Wealth Management wrote an interesting article a month or so ago about how he invests his money and it got me…
The Stock Market's Winner-Take-All Phenomenon
In a recent article for Bloomberg, columnist Barry Ritholtz argues that the winner-take-all phenomenon that applies to sports stars, actors and hedge fund managers also applies to the stock market.…
Profile: Quant Shop Two Sigma
A recent article in Institutional Investor offers an overview of the quantitative investing powerhouse Two Sigma as well as insights on its early history from Paul Tudor Jones, an early…
Is Yale's David Swensen Horrible for Investing?
An article in Institutional Investor offers an in-depth discussion of the Yale University endowment investment model created by David Swensen, who has overseen the portfolio for over three decades, and…