Odds of Recession in U.S. are Modest, Higher in U.K.
While, historically, an inverted yield curve (short-term rates above long-term rates) has preceded the end of a bull market and the beginning of a recessionary environment, a recent Barron’s article…
Berkshire's German "Eyes and Ear" Scouts Acquisition Targets
Berkshire Hathaway is known to rely on outside input to identify potential acquisition targets, and one particular European-based scout has become Buffett’s “eyes and ears” in Germany. This according to…
The Genesis of Market Bubbles
The concept of market bubbles and how they come about is addressed in a recent report authored by Morgan Housel of Collaborative Fund. In the report, Housel supports the following…
Be Like Buffett and Avoid Pessimism
The human brain is hard-wired to hold on to negative ideas and events more than positive ones, which can manifest itself in investor behavior, explains Validea CEO John Reese in…
Quant Strategies Dominating the Market
The growing popularity of quantitative over traditional investment strategies is causing the “largest gap on record between humans’ and computers’ gross exposure to U.S. equities,” according to a recent Bloomberg article…
Bill Gross Forecasts Below-Par Economic Growth
In a recent article for Barron’s, fund manager Bill Gross argues that investors have “resorted to ‘making money with money’ as opposed to old-fashioned capitalism when money and profits were…
Warren Buffett Has Been Busy
The Oracle of Omaha has had a full dance card lately, as reported by CNBC and The Wall Street Journal: A CNBC article reports that, as of June 22nd, Buffett’s…
Pimco's New Investment Chief Bears Little Resemblance to Bill Gross
Dan Ivascyn, successor to Pimco co-founder Bill Gross as the firm’s investment chief, is overseeing what is characterized in a recent Wall Street Journal article as “a new direction taken…