If history has anything to say, the Fed has a rough road ahead as they try to tighten monetary policy enough to stem inflation and still avoid a U.S. recession.…
How Top Tech Investor Mary Meeker Sees The World Now
In an interview with Barron’s, Mary Meeker of Bond Capital discussed her long career championing tech, from her early days at Morgan Stanley where she touted Amazon, Microsoft, Apple, and…
CalPERS Rebukes Buffett
The largest public pension fund in the U.S., the California Public Employees’ Retirement System (Calpers), will vote in favor of a shareholder proposal requiring Berkshire Hathaway to remove Warren Buffett…
Jack Schwager on What We Can Learn From History’s Best Traders
In this episode we speak to Jack Schwager. Jack is the author of the Market Wizards series of books and has been studying the best traders for decades. He has…
The Importance of Intangible Assets
By Jack Forehand, CFA, CFP® (@practicalquant) — I started out my career as a Price/Book guy. It certainly wasn’t the only value factor I used, but I would defend it when it came…
Sell In May & Go Away Might Be The Best Strategy This Year
The old adage “Sell in May and go away” might be especially true this year, posits an article in Barron’s. As the war in Ukraine rages on, inflation rises, Covid…
Brookfield’s Flatt Shares Secret Behind 3700% Return
Take chances but avoid big mistakes, advises Bruce Flatt of the Toronto-based Brookfield Asset Management Inc. one of the largest alternative-investment companies in the world. He spoke with David Rubenstein…
Oil Sector Boosted By Being The New Sin Stock
Has oil become the new sin stock? A new report from BCA Research shows that, to some people, investing in oil has a slightly dangerous, controversial allure, according to an…
Should You Own The Company You Work For?
The private-equity industry has created an initiative called Ownership Works, that offers a chance for workers to cash in on the wealth that the industry has created and until recently…
Four Experts Help Us Understand Inflation - And What It Means for Investors
Inflation is probably the number one topic on investors’ minds these days. But much of the information out there about it is either wrong or lacks the proper context. We…