Technology: A New Asset Class
Although tech stocks were getting plenty of attention before the emergence of Covid-19, “the pandemic and associated lockdowns have changed the calculus,” according to a recent article in CFA Institute.…
Parallels Between Today’s Market and the Dot-Com Bubble
A recent article in The Wall Street Journal compares today’s stock market and the dot-com bubble by outlining five areas of strong similarity “along with one caution about applying the…
Berkshire and Buffett Reveal New Buys
Warren Buffett’s Berkshire Hathaway revealed three secret stock buys and a reduction in its Apple holdings, according to a recent article in Bloomberg. Berkshire purchased shares in Chevron Corp., Verizon…
GameStop: What Happened, How it Happened, and Lessons We Can Learn From It (Ep. 72)
The rapid rise and fall of GameStop earlier this year was unlike anything many of us have seen in our investing careers. The stock’s price went from the single digits…
Weekly Guru Investor Highlights: Understanding GameStop Saga, The Buffett Indicator, Commodities & More
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Redemptions of $5 Billion Since Dec 1 for Renaissance Technologies
After posting its worst-ever returns, clients of investing giant Renaissance Technologies have asked for $5 billion in redemptions since December and are poised to “yank another $1.65 billion this month,”…
Commodities Set to Boom after 10 Years of Underperformance
Natural resources like energy, metals and agriculture “look set for an extended run, and investors should get on board,” says a recent article in Barron’s. The article reports that, according…
China Hedge Funds Trounce Wall Street
The outsized gains enjoyed by China’s hedge funds are putting them ahead of their foreign competitors and helping attract more assets. This according to a recent article in Bloomberg. “The…