Why 2020 Was the Bottom of a U.S. Manufacturing Decline
The two-decade “trauma” that the U.S. manufacturing industry has experienced may be ending, according to a recent article in The Wall Street Journal that says, “we believe 2020 marks the…
Hulbert on Why Bitcoin is Overpriced
In a recent article for Barron’s, contributor Mark Hulbert shares insights related to a recent cryptocurrency valuation analysis that concluded Bitcoin is priced “more than 50% higher than its fair…
Record-Low Money Management Fees About to Sink Lower
Fees for money managers are “set to be squeezed even further in 2021,” according to a recent Bloomberg article. A survey from Brown Brothers Harriman involving over 50 executives overseeing…
Here’s Why a Canadian Pension Fund Outperforms Yours
A recent study by a team at Montreal’s McGill University found that, during the period from 2004 through 2018, Canadian pension funds outperformed their international peers due to a “three-pronged…
The Case Against Value Stocks – Part II
By Jack Forehand, CFA (@practicalquant) It would be an understatement to say that the last decade has been a challenging one for value investors. The problems were initially isolated to…
The Importance of Expectations in Investing (Ep. 63)
There is a common misconception that a good company is always a good investment. But that sometimes isn’t the case. The reason for that comes down to the role that…
MassMutual Buys $100 Million in Bitcoin
Massachusetts Mutual Life Insurance Co. purchased $100 million of bitcoin for its general investment account, “the latest sign of mainstream acceptance” of the digital currency. This according to a recent…
How to Avoid Common Mistakes That Could Derail Your Retirement
For those in retirement, the roller coaster of the past year proves that the biggest influence on their nest egg is “not what they hear on the news, but rather…