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…
Ackman Takes Stake In Canadian Pacific
Bill Ackman’s hedge fund Pershing Square Capital Management disclosed in a regulatory filing that, as of December 31st, it owned about 2.8 million shares of Canadian Pacific, reports an article…
The Case For Buying Stocks Amidst Worries About War
In the wake of Russia’s shelling of a nuclear power plant in Ukraine, the threat of nuclear war became a lot more real, and if investors weren’t thinking about it…
Lessons From the Rise and Fall of ARK
By Jack Forehand, CFA, CFP® (@practicalquant) — Fundamental value investors like me tend to get jealous when a new growth investor comes on the scene and generates huge returns. We go through various…
The Russia-Ukraine War Threatens The Dollar’s Dominance
In an interview with Bloomberg’s Odd Lots podcast, Zoltan Pozsar of Credit Suisse AG said the Russia-Ukraine war could be the start of a turning point for the U.S. dollar.…
5 Most Important Things In Investing
An article for Yahoo! Finance disseminates the 5 most valuable investing takeaways from legendary investor Howard Marks’ book, The Most Important Thing. Marks is the founder of Oaktree Capital Management,…
Sometimes Stock Markets Go Away
In the wake of Russia’s invasion of Ukraine, Moscow’s stock market has been shut down, and Russian shares first plummeted on other exchanges, and then were frozen. It’s a reminder…