Pay Attention to the Way Management Talks
The start of earnings season is still a couple of weeks away (October 13) but analysts are already working their numbers to factor in higher labor costs and potential supply-chain…
Three Ideas to Help Fundamental Investors Weather a Flows Based Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has changed in the wake of the pandemic. Retail trading is up dramatically. So is options activity. And narrative is driving returns much more…
Duke University’s Endowment Gains Record 56%
With a record 56% return, Duke University’s endowment is the latest U.S. college to post notable gains this year, an article in Bloomberg notes. The North Carolina-based school reported a…
Tips For Using Annuities In Retirement
Drawing on Jasmin Sethi’s comprehensive paper “Should We Have More Annuities?”, an article in Morningstar discusses how annuities might fit into a retiree’s portfolio. Annuities face both legal and practical…
Are SPACs An Uncorrelated Asset Class?
SPACs have surpassed IPOs in volume this year, and many advocate them as a new asset class that every investor should add to their portfolio, purporting that they generate superior…
A Cleric Moves Indonesia’s Market
Retail trading in Indonesia has exploded, thanks to Instagram influencers and their millions of followers, contends an article in Bloomberg. One such influencer is Jam’an Nurchotib Mansur, a Muslim cleric…
Wood & Arnott Face Off
Cathie Wood of ARK Invest and Rob Arnott of Research Affiliates faced off at Morningstar’s annual investment conference, as recounted in an article in CityWireUSA. The two star managers have…
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months…