By Jack Forehand — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week segment, I…
What Passive Investing Might Mean for Stock Pickers
Investors are trying to figure out how passive investing strategies might help, or hurt, individual stock picking, according to a recent article in The Wall Street Journal. The article says…
Lessons From Over a Decade of Managing Money Using Quant Strategies
By Jack Forehand — When we started managing money, I used to focus on what I knew. Today, after over 12 years doing it, I have learned it is best…
Buffett Speaks at Forbes' Centennial on the Dow, Geico and U.S. Prospects
The Dow At the one hundred year anniversary of Forbes magazine, the billionaire CEO of Berkshire Hathaway predicted that the Dow Jones Industrial Average will breach 1 million in the…
Is Bill Gross Still the Bond King?
As fund manager Bill Gross nears the third anniversary of his dramatic departure from PIMCO (which he co-founded and built into the world’s largest fund manager), his performance has been…
Alternative Data Could Be Last Hope for Active Managers
Stock pickers believe that alternative data—including digital footprints such as social media information, satellite images, etc.—can lead to outperformance against indexes, but the complexities associated with using such data can…
Harvard Endowment Shows Disappointing Performance
While an improvement over the 2% loss suffered in 2016, Harvard University’s endowment returned a lackluster 8.1% this year, according to a recent article in The Wall Street Journal, “marking…
Buffett Bets on Trucking
Last week, Berkshire Hathaway announced an agreement to purchase a 38.6% stake in Pilot Travel Centers LLC for an undisclosed amount, according to a Wall Street Journal article that calls…
Kaissar: U.S. Investors' Home Bias Not Justified
“Despite all the attention heaped on U.S. stocks this year,” writes Bloomberg’s Nir Kaissar, “there’s been more to cheer overseas.” Kaissar explains that, even though data shows that overseas stocks…
A "Flywheel" Approach to Investing
By John Reese — Teacher and leadership coach Jim Collins has authored and co-authored six books that delve into the inner workings of corporations and what makes them succeed or…