Where Firms With $3 Trillion Are Putting Their Money
China’s regulatory crackdown is lending more unpredictability to the global markets, and a recent Bloomberg News article asked firms with $3 trillion in combined assets how they’re navigating the turmoil.…
Cooperman: Reinstate The Uptick Rule
In an interview earlier this year with Bloomberg Surveillance, billionaire Leon Cooperman said that the uptick rule should be reinstated. Cooperman says there are no stabilizers in effect and that…
Mr. Market: Take A Second Bite At Value Stocks
Opportunity may be knocking once again with value stocks, John Authers writes in an opinion piece for Bloomberg, in which he draws on Rob Arnott’s recent research paper called “Did…
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will…
Trump Should Have Invested In The S&P 500
The long-running claim that Trump would be richer if he’d invested his inheritance from his father in the S&P 500 has been false—until now, contends an article in Forbes. Since…
Long Live ETFs
ETFs have won the battle with mutual funds, contends an opinion piece from Nir Kaissar in Bloomberg. Though ETFs have been around for 3 decades, it’s only since 2007 that…
A Look at the Different Approaches to Factor Timing
By Jack Forehand, CFA, CFP® (@practicalquant) — Factor timing has always been one of the most alluring areas of investing for me. It is very clear that all factors have periods where they…
Think Twice Before You Short Sell
With the market soaring, it’s easy to forget that what goes up must come down, and the market often has a nasty way of reminding investors of this, says an…