Ackman: Capitalism Offers “Powerful” Solution for Society’s Problems, Highlights ESG as Gateway
Billionaire activist investor and Pershing Square CEO Bill Ackman argues that capitalism is “the most powerful source” for solving society’s biggest problems, and advocates for ESG as a path toward…
Oakmark’s Coniaris on Valuations and Strategy
In a recent CNBC interview, Oakmark portfolio manager Tony Coniaris shares insights on current valuations and investment strategy. Here are some of his comments: “Valuations are higher than normal, but…
A Detailed Look at All Weather Investing With Standpoint's Eric Crittenden (Ep. 83)
The last 40 years have been an exceptionally strong period for a portfolio of stocks and bonds. With stocks performing well and bonds benefitting from a tailwind of constantly falling…
The Explosion of SPACs -- Should You Care?
By Justin J. Carbonneau (@jjcarbonneau) — The odds of finding a pearl in your restaurant oyster are 1 in 10,000 to 1 in 12,000 depending on the species of mollusk.http://goldsteinsjewelers.blogspot.com/2014/06/gem-mythbuster-pearls-found-in.html This is an article…
These 5 Stocks Represent 71% of Warren Buffett’s Portfolio
Berkshire Hathaway CEO Warren Buffett, a staunch advocate of buying strong businesses and holding them for the long term, “isn’t big on diversification” according to a recent article in The…
Economist’s Views on Overheating
A recent article in The New York Times offers insights from 10 prominent economists regarding “what a too-hot economy would look like.” Here are a few key takeaways from the…
Howard Marks: Now is the Time to Be Resourceful
In a recent interview with Bloomberg, Oaktree Financial co-chairman Howard Marks offers insights on adapting to the current market landscape as an investor in distressed companies. Here is a summary…
OSAM: Without Tax Management, Investors Leave Money on Table
O’Shaughnessy Asset Management (OSAM) says financial advisors should “look to customized tax management and savings as a source to maximize after-tax return.” This according to a recent article in Businesswire…