Value Alive or Dead? Debate Rages Among Quants
Following value’s worst quarter of performance in a century, leading quants are “butting heads” in a hot debate over whether the strategy can survive. This according to a recent article…
Gundlach: Warnings about Rising Rates and Possible Fed Policy Response
Billionaire fund manager Jeffrey Gundlach said that a “1940s-era central bank policy may make a return if long-dated bond yields continue to rise.” This according to a recent article in…
U.S. Stocks Leave Global Markets Behind
U.S. stocks have “staged a furious rebound since late March, leaving global markets behind.” This according to a recent article in The Wall Street Journal. “Optimism about state and business…
A Detailed Look at the Quality Factor
By Jack Forehand, CFA There is probably no investing factor that makes more sense to your average investor than quality. We all want to own great companies – think Apple, Microsoft,…
Chris Davis of Davis Advisors Shares Market Insights
In a recent interview with Barron’s, Davis Advisors’ chairman and portfolio manager Chris Davis shares valuable insights for investors regarding the current market environment. Here are some key takeaways: The…
Oakmark’s Nygren: Selloff Reminiscent of Older Bear Markets
In a recent interview with CNBC, Oakmark’s Bill Nygren discusses the recent market selloff and identifies areas of opportunity for investors. Nygren notes that the recent market selloff related to…
Oxford Economics: U.S. Stocks Expensive
U.S. stocks are expensive no matter how you slice is, says Oxford Economics, and could “come under pressure as geopolitical tensions escalate.” This according to a recent article in Bloomberg.…
Mauboussin on Popular Delusions and Myths
In a talk given in January to the Greenwich Roundtable (a non-profit organization that provides independent education for investors), Michael Mauboussin of Counterpoint Global debunked the following four investing-related myths:…