…between small and large cap will eventually correct. Hundahl also shared his belief that inflation is more persistent than Covid, but that he foresees inflation coming down as supply-chain bottlenecks…
Search Results for: covid-19
The 5 Most Read Investing Posts On Validea's Guru Investor Blog In 2021
…can earn a premium from simply rebalancing their portfolio. Read now. [3] Value Investing is Back! Or is it? Value stocks have had a huge run since the COVID-19 bear…
Cooperman: Reinstate The Uptick Rule
…creating an environment where there’s no return on savings. Injecting over $1 trillion more into the economy in stimulus and conducting policy focused on getting unemployment back to pre-Covid levels,…
Long Live ETFs
…like stocks and don’t stick shareholders with a tax bill if the holdings have appreciated when money is withdrawn. With the Covid-19 sell-off last year accelerating flows into ETFs, some…
European Value Managers Say They Can’t Find Anything To Buy
…of 2020, claiming that the drought in value was at the root of their challenges—just before the value factor enjoyed a strong rebound with the success of the Covid-19 vaccines….
Titans Of Wall Street Warn Of Next Big Risks
…treat it as a social problem instead of an economic or financial issue, and Covid worsened wealth inequality. The rich are better off than they were before Covid, while the…
Equal- vs. Market-Cap Weighted Portfolios
…outperformed in the last two stock market crashes (GFC and COVID), there’s no clear consensus. In several stock market downturns since 1933, equal-weighted portfolios performed slightly better. And an equal-weighted…
Laurence Kotlikoff: Most Retirement Planning is Wrong
…they spent down their savings. Kotlikoff views the stock market as too risky; it’s overvalued and too dependent on the Fed’s support. He pulled out when Covid hit and escaped…
Hedge Funds Are Hot Again and Hard To Find
…also performed well, despite a deep stress test. And though, according to the article, there’s a lot that can still go wrong – new Covid variants, tech stocks falling, or…
A Look at the Valuation of the Major Investing Factors
…change in response to changing market conditions. For years before the COVID-19 crisis, momentum was very aligned with growth. But it is important to keep in mind that momentum only…