Yale Study Looks At Effect of WSJ’s Word Usage
Yale researchers examined the question of whether the words used by financial publications can spur analysts to forecast events such as a crash or recession, and found a correlation between…
Societal Inequality Drives Market Performance
One singular truth to come out of the meme-stock frenzy of 2021 is that the price of stocks and other assets are determined by supply and demand, with demand being…
“Great Bargains” Coming, Says Oaktree’s Marks
As a possible recession pushes more and more companies into duress, some of the best buying opportunities in the last 15 years are coming, says Oaktree Capital Group LLC’s co-founder…
Three Lessons from Harley Bassman
By Jack Forehand, CFA, CFP® (@practicalquant) — Last month, I started a new series of articles I am going to write to highlight some of the episodes of our Excess Returns podcast that…
Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley’s work on convexity and how to utilize it in portfolios earned him the nickname the…
A Common Sense Approach to Markets with Ben Carlson
In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritholtz Wealth Management. We discuss…
Bridgewater’s Dalio Predicts More Pain Ahead
In an interview with Barron’s, Ray Dalio, the founder of Bridgewater Associates who stepped down from its helm recently, said that there are “five big forces driving what is happening…
Advice From A Pro On How To Fix America’s Retirement Crisis
In an interview with Barron’s, TIAA president and CEO Thasunda Brown Duckett discussed the looming retirement crisis in America, pointing to a $4 trillion retirement income gap that suggests roughly…