Bear markets can induce panic-selling in investors who would do better to focus on their long-term goals, and financial advisors need to foster constructive conversations with their clients to see…
JPMorgan’s Kolanovic Says Stocks Will Rebound
Marko Kolanovic of JPMorgan Chase & Co is sticking to his calls for risky assets in the second half of this year, expecting stocks to rebound, according to an article…
Constructing an Intangible Asset Based Value Strategy with Kai Wu
Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such…
Druckenmiller: “Bear Market Has a Ways to Run”
At the recent 2022 Sohn Investment Conference, Stanley Druckenmiller of Duquesne Family Office relayed his belief that “we’re six months into a bear market [which still]…has a ways to run,”…
Some Think ARK Needs To Fail For New Bull Market To Truly Begin
The stock market won’t thrive again until ARK Innovation is dead, maintains an article inThe Wall Street Journal, citing a Wall Street insider who said that he doesn’t believe a…
What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us
In each episode of Excess Returns we ask all our guests one standard closing question:Based on your experience in markets, if you could teach one lesson to your average investor,…
Public Pensions Face Funding Declines
Amid the turmoil in markets worldwide, U.S. public pensions are facing the worst decline since the Great Recession, reports an article in Bloomberg. Stock and bond losses are leaving state…
Success Can Breed Excess
The well-being of employees has become a top priority, both in corporate America and for ESG advocates. Regulators are considering rules that would require corporations to disclose just how much…
What Seeing Galaxies From “Far, Far Away” With The Webb Telescope Can Teach Us About Investing
By Justin Carbonneau (@jjcarbonneau) — NASA recently released images from the James Webb Telescope, the most powerful telescope ever. With gold plated mirrors and at about half the size of…
What Crashes Looked Like In The Past
Many people tend to think of market crashes as an abrupt drop—with good reason, as there have been a few that were quick jolts, such as the S&P 500 34%…