Stock Investors: Don't Fear Flattening Yield Curve
An article in last month’s Barron’s offer six reasons why equity investors should not be put off by a flattening yield curve (the difference between the yields on the 10-year and two-year…
Morningstar's Rekenthaler on Economic Predictions
A recent article by John Rekenthaler of Morningstar begins: “Economic predictions are wonderfully useful…after the fact.” He discusses hindsight bias, and how “history gives a simple picture of that which…
Jorge Paulo Lemann Says "Era of Disruption" Surprised 3G Capital
At this year’s Milken Institute Global Conference, 3G Capital co-founder Jorge Paulo Lemann described himself as a “terrified dinosaur” with respect to the “craft brand-driven changes in tastes and in…
Cooperman's Omega Fund Converts to Family Office
In a recent letter to investors, hedge fund manager Leon Cooperman announced that he will convert his Omega Advisors (which oversees $3.8 billion) into a family office at the end…
Lessons Learned Since the Financial Crisis
By John Reese (@guruinvestor) — It’s been over a decade since the financial crisis that led to the deepest economic downturn since the Great Depression, one that pulled the financial…
Index Funds Will Be Fine
A recent Bloomberg article by columnist Barry Ritholtz argues that, despite the maturation in index investing and a slowdown in inflows to passive funds, “indexing is still giving active funds…
Top Stock Picker on the Hunt for Value
A Barron’s article from July outlines an interview with Charles De Vaulx of International Value Advisers (IVA) in which the fund manager offers insights on various topics related to the…
Will Factor Investing Kill Hedge Funds?
Last month, the Financial Times ran a lengthy piece on factor investing that discusses to what degree it poses a threat to the hedge fund industry. The article recalls a controversial…