By Jack Forehand, CFA, CFP® (@practicalquant) — Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. When I…
Icahn Says The Worst Is Still To Come
Legendary investor Carl Icahn has a dismal assessment of the current economy, according to an article in Morningstar. In a recent speech at the MarketWatch Best New Ideas in Money…
3 Ways To Cash In On Cash
While stocks have gotten hammered this year, elevating the return on your cash has gotten much easier, writes Jason Zweig in a piece for The Wall Street Journal. One logical…
Top Financial Historian: Be Happy About Inflation & Worry About Something Else
The current moment of high inflation is something investors should welcome, says Brad DeLong, a professor at UC Berkeley and one of the top financial historians and economists in the…
Corporate Bond Doomsayers Are Premature
While credit-market bears may get the last word during a recession, it’s still too soon to tell if corporate bond spreads will implode, contends an article in Bloomberg. American corporations…
Recession May Already Be Priced In, Says Vanguard
Taking a more positive view than many on Wall Street, Vanguard Group CIO Gregory Davis said in a recent interview that the U.S. will see only a mild recession over…
The Stock Market No Longer Has History On Its Side
In a previous article for Financial Advisor, Aaron Brown of AQR Capital Management advised buying stocks after the S&P 500 had recouped half of its losses for the year, pointing…
As Stocks Sink & Rates Rise, We’re Painfully Heading For Normal
Though stocks and bonds continue to drop and the housing market has weakened, financial markets are moving toward normal, posits an article in Barron’s. Ordinary assets are on their way…
Following Treasury Rout, Gundlach Starts Buying
While others may be panicking, Jeffrey Gundlach of Doubleline Capital sees opportunities in the current bond rout, the worst the globe has seen in decades. According to a recent tweet,…
Morningstar: When The Chips Are Down, Active Investing Falters
Proponents of active management strategies maintain that funds tend to beat indexes when markets are in a downturn, but that hasn’t happened this year, according to Morningstar research that’s cited…