In a recent CNBC interview, Charles Schwab chief strategist Liz Ann Sonders warns investors to expect more headwinds given that the economy and the markets are in the late stages…
The Two Most Important Investing Decisions
By Jack M. Forehand (@practicalquant) — There are so many interesting things to debate in investing. The active vs. passive debate has been the subject of more articles than I…
LTCM Partner Advocates for Indexing
Victor Hahgani, a founding partner of long-defunct Long-Term Capital Management, believes you should “think twice before trying to beat the market,” according to a recent article in The Wall Street Journal.…
Swensen of Yale Endowment: Low Market Volatility a Worry
David Swensen, chief investment officer of Yale University’s endowment fund, is concerned that low market volatility could lead to another market crash, according to a recent Bloomberg article. During his…
Bill Gross Likens Market to Retirement Community
In an interview with CNBC earlier this month, Janus Henderson portfolio manager Bill Gross said that the stock market’s “halcyon days are over” as central banks around the world take…
Asness of AQR Says Passive Growth Is Good for Industry
Cliff Asness, co-founder of AQR Capital Management, thinks the flow of money into passive investing has been a positive for the industry, according to a recent Bloomberg article. Per the article,…
The Value of Cash and the Gurus
By Justin J. Carbonneau (@jjcarbonneau) — Cash may be one of the most boring things to talk about when discussing a company and its investment prospects. Things like a company’s…
A List of Investing Dos and Don'ts
In a September memo, Oaktree Capital’s Howard Marks outlined six investment options for a “low-return world.” In a follow-up article from Bloomberg, author Ben Carlson presents the pros and cons…
Systematic Selling Helps Keep Emotions In Check
By John Reese (@guruinvestor) — Deciding what stocks to buy and when to buy them is a question that can plague investors. But deciding if and when to sell can…
GMO: Don't Blame Pricey Market Solely on Tech
A paper published last month by GMO argues that the market’s current elevated valuations should not be blamed solely on the technology sector. Still, it says the market is expensive…