Moves to Consider to Help Protect Your Portfolio & Profits
By Justin Carbonneau (@jjcarbonneau) Over the past few weeks, I’ve had conversations with a number of investors about the market’s amazing move higher, the astonishing performance in small caps, cyclicals…
Cash on the Sidelines’ and What it Really Means
Cash “coursing through the economy” can certainly bolster markets and investment sentiment, says a recent Bloomberg article by Barry Ritholtz (founder of Ritholtz Wealth Management) that questions some of the…
Buffett Defends Berkshire’s Pandemic Moves
While taking questions for four hours during the Berkshire Hathaway annual shareholder’s meeting last Saturday (held in Los Angeles), CEO Warren Buffett and his partner Charlie Munger harshly criticized SPACs,…
Interview with Jeffrey Gundlach on the State of the Financial Market
In a recent Virtu-Mindshare interview, DoubleLine CEO Jeffrey Gundlach offered straight talk on the state of the financial markets and the deficit. Here is a summary of Gundlach’s comments: The…
Bill Miller on Market Opportunities
In a recent interview with CNBC, investor Bill Miller talks about the market opportunities and trends. “We bought GameStop at a cost of about 4,” he said, adding “and sold…
Small-Cap Recap from Royce
In the first quarter of this year, the Russell 2000 index saw a robust 12.7% gain which represented a “record-setting one-year return of 94.8%” and gave investors an “especially vivid…
Regulatory Warnings Ice SPAC Hot Streak
Amid new regulatory scrutiny, investors are reportedly “cooling to one of the hottest bets on Wall Street,” cutting the flow of new SPAC issues “to a trickle while share prices…
Six Potential Metrics to Help Limit Value Traps
Deep value investing is about buying companies that other investors don’t want. It is about investing in companies where the current situation doesn’t look great – actually in many cases…