The list of companies making up Apple’s supplier list number an impressive 200. The company seems to be well organized when it comes to sourcing parts, hedging itself against hiccups…
Emerging Markets Are Making a Comeback
As the S&P 500 continues to hold investors’ attention with its steady climb, BloombergGadfly’s Nir Kaissar shares his perspective on how and why emerging markets might deserve some attention. Kaissar…
Stocks with a Durable Competitive Advantage
A mainstay of Warren Buffett’s investment philosophy is his belief that the strongest companies possess a keen competitive edge against their peers. He looks for businesses that perform consistently, regardless…
Is a Storm Brewing on the Global Horizon?
The current state of the global financial markets isn’t necessarily in alignment with what one would reasonably expect, according to a BloombergView article from earlier this month. Weak global growth,…
Morgan Housel on Progress
As presidential candidates take swings at each other regarding the troubling state of the economy and what needs to change, it might be a good time to reflect on how…
What Rising Rates Mean to Low-Vol Investors
“Confusing risk with volatility can be dangerous,” says a recent report by Greenline Partners, as it “can lead to seeing things that do not exist.” This according to an article…
To Stay or to Go When Fund Managers Change
Putting all of your eggs in one basket extends to your choice of fund managers as well as investments, according to a recent Barron’s article. While understanding a manager’s philosophy…
Trading on Earnings Announcements Generates "formidable track record"
Before you dismiss this as a crazy investment strategy, consider that a recent study found it hasn’t done too badly, writes Steve Russolillo of The Wall Street Journal. Rutgers University…
Sonders Says Recession Risk is Low
Although there are those that believe the U.S. is on the brink of recession, Liz Ann Sonders, Charles Schwab’s chief investment strategist, says the risk is low. This according to…
Change is Coming for Financial Advisers
It seems that artificial intelligence is useful for more than just Pokémon Go. According to Jason Zweig’s recent blog in The Wall Street Journal, financial advisers are increasingly using the…