Stock Market Playbook Rewritten by Inflation Angst
Inflation is bad news for bond investors but can be less “’categorically awful” for equity traders, “given the ability of certain companies to wring profits from higher prices.” This according…
A Boom on the Post-Pandemic Horizon?
Although economic forecasters have always anticipated a period of strong growth to emerge post-pandemic, in recent weeks and months they have shifted to even more optimistic expectations: “a supercharged rebound…
Bear Market Survival Tips from a Value Manager
Global asset manager NN Investment Partners hired the firm Essentia Analytics to quantitively examine behavioral biases and better understand the firm’s strengths and weaknesses. This according to a recent article…
Felix Zulauf on ‘Crazy’ Policies, Bargains and Bitcoin
A recent Barron’s article offers highlights from an interview with Felix Zulauf–owner and president of Zulauf Consulting and retired Barron’s Roundtable member–that touches on markets, bond yields, China and Bitcoin.…
Stocks Go Up in the Long Run
A recent article in The Wall Street Journal says that stocks mostly go up in the long run, unless faced with political turmoil or war. Citing the example of Japan’s…
How Value Stocks Will Benefit from Economic Recovery
A recent article in Barron’s offers insights for value investors from Ariel Investments founder John Rogers. Here are some key takeaways from Rogers’ comments: The markets are underestimating the strength…
Machine Learning, Fantasy Football and Factor Investing with Kevin Zatloukal (Ep. 76)
In this episode, we are joined by Kevin Zatloukal. Kevin teaches Computer Science at the University of Washington and has his Ph.D. in Computer Science from MIT. He previously was…
A Single Piece of Buffett Advice this Billionaire Would “Treasure Forever”
Thomas Tull, a American billionaire who runs Tulco–a holding company modeled in part after Berkshire Hathaway–shared in a recent interview some advice from Warren Buffet that reportedly “shifted his approach…