Emerging market stocks will generate about a 3% premium above developed market stocks, according to a recent report from AQR that’s cited in an Institutional Investor article, thanks to fundamentals…
Seven Virtues For Successful Investing
In a recent post on his website JasonZweig.com, Jason Zweig recaps past newsletters he wrote for The Wall Street Journal in which he posits the essential virtues that all successful…
Everyone Is Losing Money, Warns Dalio
In a recent video, founder of Bridgewater Associates Ray Dalio warns that the market could see “a terrible imbalance,” according to an article in Yahoo! Finance. During the era of…
Bank of America Clients Drain $2.3bil from U.S. Stocks
In a second consecutive week of outflows, Bank of America clients sold off around $2.3 billion in U.S. equities, reports an article in Financial Advisor. The withdrawals were from equities…
Show Us Your Portfolio: Cem Karsan
In this episode we speak with Cem Karsan, the most popular guest from our first 200 episodes. But this time, we changed things up and asked him to talk about…
Nearly 90% of the S&P 500’s Gains Are These 7 Stocks
This year’s S&P 500 rally is being driven by a small group of mega-cap stocks, as investors flood back into them after last year’s tech rout. That could be a…
Buffett Bets More on Japan
Warren Buffett is considering upping his stake in Japanese stocks, according to an article in Bloomberg. The billionaire investor, who is currently in Japan, recently told the Asian business news…
Four Lessons from Guy Spier
By Jack Forehand, CFA, CFP® (@practicalquant) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven’t watched the interview yet, I…
SEC Turns Focus on Earnings Manipulation
Federal regulators are looking into companies whose executives, under pressure to hit certain targets, are manipulating earnings results, reports an article in The Wall Street Journal. Over 99% of S&P…
Buffett Shows Bank CEOs How To Manage Risk
There’s been a lot of focus on the fact that Silicon Valley Bank lacked a chief risk officer for most of 2022, and the role that may have played in…