Bond yields could threaten a shaky market as they rise to their highest trading levels in over 10 years, reports an article in The Wall Street Journal. As interest rates…
Value Investing Opportunities in Asia
In an interview with Bloomberg TV, Ken Wong of Eastspring Investments said that because the Fed’s interest rate hikes aren’t necessarily factoring in the continuing war in Ukraine, China’s ongoing…
Stock Trade Prices Vary Widely Among Brokers
Investors get a wide range of prices of stock trades depending on which broker they use, according to a study that’s cited in an article in The Wall Street Journal.…
ETFs That Track Congress’s Trades Planned
Two ETFs that will track the trades of members of Congress are in the works, reports an article in Bloomberg. According to a regulatory filing on September 15th, both the…
Dalio: 4.5% Rates Would Tank Stocks 20%
In a dismal forecast, founder of Bridgewater Associates Ray Dalio wrote that interest rates will need to rise into the 4.5% to 6% range in order to truly combat inflation,…
Bearish Managers Flee Stocks
Worried about a possible global recession, “super bearish” fund managers are swiftly exiting equities and taking refuge in cash, reports an article in CityWireUSA that cites the latest Bank of…
Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
The 60-40 portfolio forms the core of many investors’ long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations,…
Revisiting the Market Valuation in the Wake of This Year’s Decline
By Jack Forehand, CFA, CFP® (@practicalquant) — It looks like the 2022 bear market might be with us longer than many of us had hoped. A study of history would have told us…
The Case For "Doing Nothing" In Volatile Times
After its steep plummet at the beginning of the year, the stock market rally last month seemed like cold comfort, and it continues to wobble up and down without much…
Buffett Buys More Of His Best Stocks
Berkshire Hathaway and Warren Buffett spent much of the last quarter loading up on some of his best-performing stocks, such as Occidental Petroleum, Activision Blizzard, and McKesson, reports and article…