Jerome Powell’s speech at the Jackson Hole conference last month garnered a lot of attention, but perhaps more should be paid to Agustin Carstens’ speech instead, contends an article in…
More Stocks Take Part in Rally
The market recently saw a rebound, and a large number of stocks took part in the rally, a sign of its durability, reports an article in The Wall Street Journal.…
The Essential Role of Expectations in Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — To make money in the markets, one needs to be an independent thinker who bets against the consensus and is right. – Ray Dalio I am a…
How To Read The Labels Wall Street Uses To Rate Stocks
Analysts use labels such as Buy, Strong Buy, Sell, Underperform, Hold, and Neutral to rate stocks, but investors really only need to see Buy or Don’t Buy, contends an article…
The Other Looming Doomsday Scenario
While many investors may see inflation as the biggest threat to their holdings, some are more worried about the possibility of the Fed exiting bonds, portends an article in The…
Markets Haven’t Lost Faith in the U.K Yet
With its fourth prime minister—Liz Truss—in six years, lower GDP per person than pre-pandemic, surging inflation, a looming recession, high energy prices, slowed productivity and potential labor strikes, many would…
Blue Whale: “Active fund managers should quit”
Stephen You, co-founder of the investment fund Blue Whale, said recently that active fund managers who fail to garner returns for U.K. individual investors should leave the industry, reports an…
Winning With Brain Power at Bridgeway Capital
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…