The Meme-Stock Craze Drew Attention to Fidelity’s Joel Tillinghast
The meme-stock craze that has emerged over the last year has drawn attention to the previously overlooked stocks long-favored by Fidelity stock picker Joel Tillinghast, according to a recent article…
Record Shorts Against Cathie Wood’ Flagship ETF
Short sellers have “ramped up bets against Cathie Wood’s flagship Ark innovation fund (ARKK) as belief in its strategy shows signs of faltering.” This according to a recent Financial Times…
Hedge Fund Come Back Looks Real
Hedge funds are positioned for their best average returns since 2014 in the wake of a three-year winning streak that “adds welcome color to an asset management industry that’s been…
Man Group CIO: Computer-Driven Funds to Invade New Markets
Quant strategies are poised to “push deeper into previously inhospitable markets such as corporate debt and private equity,” says Man Group CIO Sandy Rattray. This according to a recent article…
Kaissar on Stratospheric Stock Valuations
The biggest question faced by U.S. investors, according to a recent Bloomberg article by columnist Nir Kaissar, is whether “the stock market can maintain its historically high valuation, a perch…
Warren Buffett’s Evolution as Business Manager
On a recent episode of WealthTrack, Consuelo Mack interviews Georgetown law professor Lawrence Cunningham regarding Warren Buffett’s evolution from skilled investor to business manager. Here are highlights from Cunningham’s comments:…
Revisiting All Things Value with Tobias Carlisle of the Acquirers Funds
This week we bring back our first repeat guest on the podcast. And we can’t think of a better person to have back than our good friend Tobias Carlisle. When…
Revisiting the Market’s Valuation and the Value of Value
By Jack Forehand, CFA, CFP® (@practicalquant) — A few months ago, I wrote an article where I looked at the current valuation of the market, and some areas that looked relatively attractive on…