In a recent interview with LinkedIn, billionaire investor and Oaktree co-founder Howard Marks shares insights on the current market cycle and where to find investment opportunities. Here are some highlights:…
Who Will Replace Larry Fink?
A recent article in Institutional Investor discusses the future of BlackRock with respect to the firm’s succession planning and points raised in a January memo to employees from Larry Fink,…
A List of Value Screens from Industry Legends
In an article from 2014, AAII Journal offers a list of five stock selection rules for value stocks which it derived from some of Wall Street’s most celebrated and successful…
Yale Enlisting Help from Endowment Chief for New Master's Program
Yale is turning to its longtime endowment CIO David Swensen to help develop the next generation of asset managers by teaching in its new master’s program. This according to a…
Goldman: Value Investing Still Alive, with This Twist
A recent CNBC article reports that, according to Goldman Sachs, there’s still life left in a value investing strategy, especially with the Fed set to cut rates again. Goldman says…
Some Market Liquidity is Imaginary
A recent article by Bloomberg columnist Mohamed El-Erian warns investors to take a cautionary—and macro—view of a market that has “grown too comfortable and too complacent operating in the ample…
Druckenmiller Moves to Treasuries as Trade Angst Escalates
Legendary investor Stanley Druckenmiller has moved heavily into Treasury bonds, a “sign of his downbeat view in the wake of the Trump administration’s escalation of the trade war with China.”…
Five More Questions: Value Investing with Tobias Carlisle
This is Part II of my interview with Tobias Carlisle of the Acquirer’s funds, which just released its first ETF, the Acquirer’s ETF (ZIG) earlier this year. In Part I,…
El-Erian on the Meaning of the Market Rebound
A recent article by Bloomberg columnist Mohamed El-Erian discusses the implications of the robust rebound in U.S. stocks that occurred earlier this month, noting that it “raised several questions related…
Roger Ibbotson on the Price of Popularity
People tend to pay more for brand name consumer products than generics–and stocks are no different, says Yale professor Roger Ibbotson. This according to an article in CFA Institute. “Popular…