OSAM: Without Tax Management, Investors Leave Money on Table
O’Shaughnessy Asset Management (OSAM) says financial advisors should “look to customized tax management and savings as a source to maximize after-tax return.” This according to a recent article in Businesswire…
Buffett Soured on Banks at Potentially the Wrong Time
Last year, Berkshire Hathaway soured on bank stocks, a decision that cost the company about $10 billion, “given the strong rally in the sector in recent months.” This according to…
Finding the Market’s Top-Performers
Although one-day share price movements get a lot of attention, there is a “better measure of price strength that investors should be paying attention to—price momentum over time.” This according…
The Changing Nature of Momentum Investing (Ep. 82)
Investors tend to associate momentum with growth stocks. If you try to name a typical momentum stock off the top of your head, you will probably think of names like…
Weekly Highlights: Bubble or Not, 5 Key Value Factors, Moats vs. Market Power & Rates vs. Inflation
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
The Biggest Risk to the Stock Market
Inflation is more important to the U.S. stock market than interest rates, writes Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, in a recent Fortune article. Analyzing…
Does the Weather Forecast Affect Analyst Ratings?
A new study published in the Journal of Financial Economics suggests that poor weather negatively impacts the forecasts of investment analysts. This according to an article in CityWire. While the…
We Might Be in a Bubble, But You Probably Shouldn’t Care
By Jack Forehand, CFA (@practicalquant) The recent rise in stock market interest among retail investors has certainly been apparent among my friends. In normal times, I might get an occasional question about…