A recent article for Fortune by Ben Carlson of Ritholtz Wealth Management says you can win any argument about the stock market by “simply changing your start or end dates…
European Stocks Appeal to This Investor with $837 Billion
A recent article in Bloomberg reports that Manulife Investment Management is on the brink of overweighting European stocks after the region’s equities saw the worst tumble in more than three…
Yale's Endowment Fund Lagging the S&P 500
Although Yale University’s endowment fund—and its chief investment officer, David Swensen—have enjoyed a stellar reputation in the industry for decades, a recent article in Morningstar argues that the fund’s reputation…
Warren Buffett: Investors Should Stop Picking Stocks
Warren Buffett claims that owning the S&P 500 index through a low-cost index fund will deliver about the same results as if he chose the stocks, “and maybe slightly better.”…
Jim Grant on Upside-Down Interest Rates
In an article for Barron’s last month, Grant’s Interest Rate Observer founder and editor James Grant offers insights regarding the repercussions of an ultra-low interest rate environment. Grant quips, “You…
Buffett's Formula Still Works
The performance of Berkshire Hathaway shares over the past 32 years has been “nothing short of phenomenal” notwithstanding industry noise that Warren Buffett’s legacy is being challenged. This according to…
David Tepper Leaves Big Shoes to Fill
An article by Bloomberg columnist Nir Kaissar highlights the recent exit from the hedge fund industry of star manager David Tepper, who last month announced that he plans to return…
Poker Prowess Offers and Edge in Investing
A new study suggests that hedge fund managers that are good at poker may have an edge when it comes to investment decision-making, according to an article in Bloomberg. “On…
The Size Factor: A Case Against Small Caps
Although investors expect to be compensated for the higher inherent risk associated with small cap stocks, historical returns haven’t supported this thesis, according to an article in CFA Institute that…
Five Questions: Investing in Human Freedom with Perth Tolle
The primary focus of most investors is generating returns. And that certainly makes sense given that we all have future goals we are trying to attain, and our portfolios are…