Institutional Investor recently published a profile of former Legg Mason “investing god” Bill Miller, whose career hit a bump in the road after the financial crisis—when his signature fund lost…
Founder of Winton Capital Talks Artificial Intelligence
A Barron’s article offers an interview with David W. Harding, who founded Winton Capital in 1997 and has grown the fund company to nearly $27 billion in assets in 8…
The Inversion Worth Worrying About
In a December article for Bloomberg, columnist Nir Kaissar argues that, albeit troubling, all the hype about a potential yield curve inversion is “overdone, at least so far.” Instead, he…
Spy Satellites Offer an Edge on Business Insights
A growing number of start-ups are turning high-altitude surveillance, once the domain of global superpowers, into a business. This according to a recent article in The New York Times. “Businesses…
Hulbert on Yearly Performance Rankings and What Investors Should Know
In a recent article for The Wall Street Journal, MarketWatch senior columnist Mark Hulbert argues that the “annual performance rankings of funds or investment newsletters that appear every January are…
Housing Bear Predicts a Rough 2019
James Stack, who forecast the 2008 real estate crash as well as last year’s housing slowdown, says that “housing could be heading for its worst year since the last housing…
Learning from Buffett's Performance
In my last article, I looked at the stocks owned by Warren Buffett and Berkshire Hathaway and asked the question, “How Active is Buffett’s Portfolio?”. As we found out, the…
How Active is Buffett's Portfolio?
By Justin J. Carbonneau (@jjcarbonneau) — With a $500 billion market capitalization, Berkshire Hathaway is the fifth largest company by market cap in the U.S. stock market and the majority…
Swedroe Offers Perspective to Panicky Investors
In an article for last month’s ETF.com, BAM Alliance director of research Larry Swedroe offered some insight on how to weather potential market volatility using a balanced view of the…
Drunkenmiller and Warsh: Perspective on Fed Tightening
In an article for The Wall Street Journal, co-authors Stanley Druckenmiller (chairman and CEO of Duquesne Family Office LLC) and former Federal Reserve Board member Kevin Warsh argue that the…