Cathie Wood’s Ark Innovation ETF—the most well-known “thematic” ETF—had lost half its value by mid-February, reports an article in Financial Times, as investors continue to sell their shares in droves.…
AI Could Help Investment Decisions
Artificial intelligence could improve financial advisors’ decision-making by removing emotional bias in a volatile market, contends an article in Proactive Advisor Magazine. With its ability to compute vast amounts of…
Bank of America: “Dumb Money” Tops Sophisticates
Buying the dip was a great strategy while the market skyrocketed last year, as investors picked up cheap shares that bounced back. But the same investors who braved the dips…
Part-time Retirement Is On The Rise
Older workers who long for something in between full-time work and retirement are starting to get their wish, as more and more companies develop phased retirement programs, reports The Wall…
Goldman Sachs Predicts High Risk of U.S. Recession
Strategists at Goldman Sachs are forecasting the probability of a recession in the U.S. could be as high as 35% and have lowered their growth forecasts as oil prices skyrocket…
This Could Be The Golden Age of Active Management
In an interview with Barron’s, Raj Sharma, managing director of the Sharma Group at Merrill Lynch Private Wealth Management, says that having an advisor is more valuable and important in…
5 Two-by-Two Matrixes That Can Help You Become A Better Investor
By Justin Carbonneau (@jjcarbonneau) — Imagine if all your investing decisions could be boiled down to a few simple matrixes. It would make investing, which can be complicated and complex,…
U.S. Inflation Could Hit 10%, Warns Gundlach
Billionaire money manager Jeffrey Gundlach of DoubleLine Capital predicts that U.S. inflation could reach up to 10% this year, reiterating the need for the Fed to act aggressively, reports an…
Buying The Dip No Longer A Sure Thing
The question of whether to buy the current dip is intrinsically associated to the outcome of Russia’s invasion of Ukraine, writes Mohamed A. El-Erian in an opinion piece for Bloomberg.…
Ten Great Investors Share the One Lesson They Would Teach the Average Investor
When we started Excess Returns, we stayed away from having a standard closing question for guests because we couldn’t come up with one that summed up the knowledge of our…