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…
Is It A Bad Time To Retire?
Market performance in the early years of retirement can greatly affect how long retirement funds will last, as losses can take a larger chunk out of a portfolio when it’s…
September Is The Worst Month For Stocks
September has a long history of being the worst month for stocks, averaging a 0.56% decline in the S&P 500 (and its predecessor) since the end of WWII, according to…
Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific…
Mapping The Opportunity in Small Caps to Value Investment Strategies
By Justin Carbonneau (@jjcarbonneau) — Verdad, a value oriented and global asset manager, recently published a piece highlighting the valuation gap that exists between small caps and large cap stocks,…
Hedge-Fund Guru Julian Robertson Dies at 90
Julian Robertson, founder of Tiger Management and mentor to a generation of investors called the “Tiger Cubs,” died August 23rd at his Manhattan home, reports an obituary in Bloomberg. Robertson,…
Recession Nowhere Near 100%, Says Bobrinskoy
In an interview, Charlie Bobrinskoy of Ariel Investments told CNBC that while the market seemed to show more confidence that a recession is looming, he doesn’t believe the chance of…
Beating the Market—By Lying
Fund managers have been changing the benchmarks they compared themselves to in order to make their past returns appear better than they really are, reports an article by Jason Zweig…
Value Investing Has Changed
In a sign of the changing times, tech giant Meta Platforms was bumped into the value stock benchmark Russell 1000 Value Index as a result to lowered earnings growth. While…
Do Like Buffett & Buy T-Bills
Warren Buffett has been storing most of Berkshire Hathaway’s cash reserves in the safe haven of U.S. Treasury bills—a move that individual investors should consider copying, reports an article in…