Houston-based Bridgeway Capital, founded in 1993 by MIT graduate John Montgomery, has always used number-crunching as a fundamental, well before ETFs began relying on computer algorithms to select value or…
Review: Rubenstein’s "How to Invest"
Readers who read investment books aren’t looking for the twists and turns of a mystery novel; they want advice and ideas on how to become better investors. David Rubenstein’s “How…
Show Us Your Portfolio: Ryan Krueger
We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor-based approaches. We have…
Global Dividends Hit Record After Pandemic Delay
2022’s second quarter saw a record high for global dividends, after payouts that were delayed by the pandemic rebounded, reports an article in Barron’s. According to the most recent version…
Kashkari “Happy” About Market Reaction To Jackson Hole Speech
Minneapolis Fed President Neil Kashkari told Bloomberg that he was “happy to see” the reaction to Jerome Powell’s speech at the Fed’s annual retreat in Jackson Hole, in an interview…
Grantham Warns Bubble Hasn’t Burst Yet
The famously bearish Jeremy Grantham warns that the stock “super bubble” that he’s previously spoken about “has yet to burst” and that when it does it will be an “epic…
Stop Bashing Buybacks
An opinion piece in the Financial Times contends that the focus on stock buybacks in the Inflation Reduction Act, which imposes a 1% excise tax on share repurchases, indicates a…
Companies Haven’t Paid Dividends Since 2020
Out of the almost 190 companies that stopped paying dividends to their shareholders in 2020, at the height of the pandemic, 72 have yet to start paying them again, including…
Powell Abandons Soft Landing
Federal Reserve Chair Jerome Powell has abandoned his goal of a “soft landing” and is engineering something that could be much more difficult for the economy, according to an article…
Global Dividends Hit Record After Pandemic Delay
2022’s second quarter saw a record high for global dividends, after payouts that were delayed by the pandemic rebounded, reports an article in Barron’s. According to the most recent version…