3 Reasons For Long-Term Investors To Be Optimistic
In spite of a dismal 2022—the worst year ever for bonds and the seventh worst for stocks—there are reasons long-term investors should be optimistic about the outlook for the long-term…
The 5% World
As investors fear the Fed will continue raising interest rates well into this year, bond yields are falling, which means they can once again protect the rest of your portfolio,…
The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine
You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn’t the case. In this episode, we discuss…
The Surprising Investment Factor That Defies the Risk-Return Tradeoff
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of…
The Most Important Investing Lesson: Martin Emery
Martin Emery explains why “this time is different” can be a dangerous phrase. See Full Interview with Martin Emery
Investing Shorts: The Biggest Lesson From Bridgewater
Wes Gray explains why he isn’t changing his portfolio to account for high inflation. See Full Interview With Andy Constan
Goldman Sachs: Hedge Funds Poised To Gain
As the environment becomes more and more favorable for U.S. stock pickers, hedge funds are poised to reap the rewards, say strategists at Goldman Sachs, according to an article in…
Berkshire Hathaway’s Big 2022 Losses
Warren Buffett still believes in American resilience, writing that “I have yet to see a time when it made sense to make a long-term bet against America” in a February…