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…
The VIX Index is Sounding Alarm Even Amid Stock Surge
The message being delivered to investors by the Cboe Volatility Index (VIX) is that vigilance is in order. This according to a recent article in Bloomberg. As of the article’s…
Decision Making and Biases that Beat Logic
An article in CFA Institute discusses how emotions often outweigh logic when it comes to decision making. The article cites research showing that our unconscious mind is “a major culprit:…
Zweig: What Would Yogi Berra Would Say About the Bull Market
A recent article by Wall Street Journal columnist Jason Zweig underscores the age of the current bull market, adding that if Yogi Berra were around he might put it this…
Bridgewater: China on Track to be Largest Economy in the Next Ten Years
The head of China research for Bridgewater Associates said that China will become the world’s largest economy in approximately 10 years because of the country’s decision to open its markets…
Five Questions: Defending Value Investing with Tobias Carlisle
As those who read my articles know, I am a big believer in value investing. But I also understand that as a follower of value, I am prone to focusing…
BlackRock is Trying to Fix Private Equity
A new private equity fund created by BlackRock is intended to hold companies for “up to forever” while addressing the issue of high fees, according to an article in Institutional…
Remembering John Neff
An article in Barron’s remembers legendary investor and long-time Barron’s Roundtable member John Neff, who died earlier this month at 87. “Neff favored deeply unloved stocks with hidden potential,” the…
Zweig: Think Before Buying Chinese Stocks
In a recent article for The Wall Street Journal, columnist Jason Zweig argues that although many U.S. investors appear to be increasing their exposure to China (hoping for high returns…