If you’re having deja vu from all the dire predictions that this decade will be one of single-digit growth, you wouldn’t be alone. In the last 40 years, each bear…
Six Year-End Financial Moves to Consider
By Justin Carbonneau (@jjcarbonneau) — There is a tendency to avoid looking at your finances and investments when things are bad, so I am guessing there isn’t going to be…
Recession Is Inevitable, Says Siegel
In an interview with CNBC’s Squawk Box, University of Pennsylvania’s Wharton School of Business professor Jeremy Siegel says we must listen to the 10-year Treasury note, because it looks at…
Icahn Bets Against GameStop
Carl Icahn, the founder of Icahn Enterprises and a billionaire investor, continues to hold a large position in GameStop Corp., nearly two years after he started building a short against…
Why Berkshire Has Bet Big On A Taiwanese Chip Maker
In a disclosure earlier this month, Warren Buffett’s Berkshire Hathaway revealed a multibillion-dollar purchase in Taiwanese chip maker TSMC, reports an article in The Wall Street Journal. Berkshire paid about…
Setting Up A “Bond Ladder” That Yields 4% to 5%
Bond ladders—a portfolio built on individual bonds or funds with regular maturities where the principal is then reinvested in longer-term holdings—may be an appealing approach in the current market, contends…
Yale Study Looks At Effect of WSJ’s Word Usage
Yale researchers examined the question of whether the words used by financial publications can spur analysts to forecast events such as a crash or recession, and found a correlation between…
Societal Inequality Drives Market Performance
One singular truth to come out of the meme-stock frenzy of 2021 is that the price of stocks and other assets are determined by supply and demand, with demand being…
“Great Bargains” Coming, Says Oaktree’s Marks
As a possible recession pushes more and more companies into duress, some of the best buying opportunities in the last 15 years are coming, says Oaktree Capital Group LLC’s co-founder…
Three Lessons from Harley Bassman
By Jack Forehand, CFA, CFP® (@practicalquant) — Last month, I started a new series of articles I am going to write to highlight some of the episodes of our Excess Returns podcast that…