…like stocks and don’t stick shareholders with a tax bill if the holdings have appreciated when money is withdrawn. With the Covid-19 sell-off last year accelerating flows into ETFs, some…
Search Results for: covid-19
European Value Managers Say They Can’t Find Anything To Buy
…of 2020, claiming that the drought in value was at the root of their challenges—just before the value factor enjoyed a strong rebound with the success of the Covid-19 vaccines….
Titans Of Wall Street Warn Of Next Big Risks
…treat it as a social problem instead of an economic or financial issue, and Covid worsened wealth inequality. The rich are better off than they were before Covid, while the…
Equal- vs. Market-Cap Weighted Portfolios
…outperformed in the last two stock market crashes (GFC and COVID), there’s no clear consensus. In several stock market downturns since 1933, equal-weighted portfolios performed slightly better. And an equal-weighted…
Laurence Kotlikoff: Most Retirement Planning is Wrong
…they spent down their savings. Kotlikoff views the stock market as too risky; it’s overvalued and too dependent on the Fed’s support. He pulled out when Covid hit and escaped…
Hedge Funds Are Hot Again and Hard To Find
…also performed well, despite a deep stress test. And though, according to the article, there’s a lot that can still go wrong – new Covid variants, tech stocks falling, or…
A Look at the Valuation of the Major Investing Factors
…change in response to changing market conditions. For years before the COVID-19 crisis, momentum was very aligned with growth. But it is important to keep in mind that momentum only…
Revisiting All Things Value with Tobias Carlisle of the Acquirers Funds
…Toby originally came on the podcast, we were in the middle of the COVID-19 crisis, the market was down, and value stocks were struggling badly. Since then, the situation has…
Bill Miller: Insights from 2Q Market Letter
…to the Covid-related panic before beginning “the remarkable recovery we are currently experiencing.” He cites current consensus growth estimates of 7%, “the fastest in 30 years,” as well as an…
Amplifying Momentum’s Alpha Potential
…price strength. Over the last year, we seen plenty of shifts in the stocks that are exhibiting strong momentum. Pre-covid much of the price strength was in large cap growth…