JPMorgan Chase CEO Jamie Dimon and Berkshire CEO Warren Buffett joined forces to pen a recent Wall Street Journal article that warns against short-termism. “Every generation of Americans has the…
The Losing Battle to Consistently Beat the Market
By Jack Forehand (@practicalquant) — It is commonly accepted the beating the stock market over the long-term is really difficult. Over the past 15 years, about 70% of large-cap managers have…
Ed Yardeni Ignores Geopolitical "Noise"
A recent article in CNBC.com shares insights from the president of Yardeni Research, who says he does not expect increased geopolitical concerns to hurt the stock market this year. On…
Harvard and Yale's Investing Models Should be Available to Every Investor
In a recent article, Bloomberg columnist Nir Kaissar argued that although it’s time to change the securities laws that prevent people from investing like the elite university endowments, there are…
Pimco Says U.S. Recession Possible in Next Three to Five Years
In a report outlining its market outlook, Pimco said it sees the potential for a recession hitting over the next three to five years. This according to a recent article…
Corporate Profits Weaker than They Seem
While U.S. companies are reporting strong profits in the first quarter, government data reflects otherwise. This according to a recent article in The Wall Street Journal. Thomson Reuters data shows that…
Funds Could Boost Expected Rates of Return
Fiduciaries may be overlooking a “very simple and lucrative source of expected returns,” according to a recent article in Chief Investment Officer. The article explains how fund return forecasts are…
Soros: Global Financial Crisis Brewing
In a recent speech, billionaire money manager George Soros warned that the European Union is facing an “imminent existential threat,” according to an article in Bloomberg. Soros cited a surging…
Insights on Exploiting the Inefficiencies in Small-Cap Stocks
A recent article in Advisor Perspectives outlines an interview with Judd Peters, a portfolio manager of the Hotchkis & Wiley Small Cap Diversified Value Fund. Here are some highlights: Investment…
Goldman: Stocks May Be Hearing Credit Warning Bell
Strategists at Goldman Sachs say that U.S. investment-grade debt has trailed equities for a month and has been “behaving in a way that portended the last big equity shakeup,” according…