In this episode we talk fund selection with Joe Wiggins, author of the new book “The Intelligent Fund Investor: Practical steps for better results in active and passive funds”. We…
The Core Principles of Momentum Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Momentum can be one of the more challenging factors for investors to understand. Since we are investing in businesses when we buy a stock, we are…
30 Years Ago The First ETF Launched
30 years ago, the SPDR S&P 500 ETF Trust, the first of its kind, launched and revolutionized investing by allowing investors to buy and sells stocks via one publicly-traded share—the…
Popular 401K Funds Rebound
Active equity funds in 401(k)s, top-heavy with tech stocks, plummeted last year thanks to the tech rout but are now seeing a welcome boost, reports an article in Bloomberg. Several…
Grantham Warns Investors
Don’t get too happy about the start-of-the-year rally, cautions co-founder of GMO Jeremy Grantham. In a recent paper, the well-known investment strategist predicts that U.S. stocks have further to decline…
Is Value Investing The Way To Go In 2023?
Value investing is poised for a comeback this year, as the Fed plans to raise interest rates further in its effort to cool inflation, contends an article in Yahoo! Finance.…
The Most Important Investing Lesson: Peter Lazaroff
Plancorp CIO Peter Lazaroff shares the one lesson he would teach the average investor. See full interview with Peter Lazaroff
Investing Shorts: Why Does Momentum Investing Work?
Justin Carbonneau and Jack Forehand discuss the reasons that momentum investing works. See full episode
Central Banks Must Finish The Job, Says Summers
In remarks made at the World Economic Forum in Davos Switzerland, former U.S. Treasury Secretary Larry Summers said that the “greatest tragedy” for the worldwide economy would be if central…
Global Bond Sales Start Off 2023 With Record $600 Billion
The new issue market is booming, starting off 2023 with sales of nearly $600 billion, fueled by a worldwide rally that’s seen every type of bond soar 4.1%, reports an…