…quality stocks have underperformed since November 2020, when Covid-19 vaccine announcements sent their valuations lower, the article reports: “Instead of paying up to own quality companies amidst a global economic…
Search Results for: covid-19
Grantham on the “Fantasy Trip” of Meme Investing
Fed policies, “speedy stimulus” and success with Covid-19 vaccinations have led to the “biggest U.S. fantasy trip of all time” for investors, says GMO co-founder Jeremy Grantham. This according to…
Facebook and Alphabet Up as Apple and Netflix Fade
…amid news that the Covid-19 vaccine was progressing, at which time value stocks began a month-long rally. Get Full Access to VALIDEA Today Invest Using Proven Quantitative Strategies – Risk-Free…
Capitalism and Value Investing
…disrupters have transformed economies” —it cites the example of Moderna which, before it’s Covid-19 vaccine, “had never before sold an FDA approved product or earned a profit.” The article explains…
GMO’s Ben Inker on Where He Spots Value
…Allocation fund that Inker manages, he says they are buying high-quality companies in sectors that have gotten “hit hard by Covid, which still look cheap relative to the market.” The…
Sonders on the Stock Market’s Connection to the Economy
In a recent article on Charles Schwab, Managing Director Liz Ann Sonders discusses what she describes as the “nuanced relationship between the stock market and the COVID-19 economy.” Here are…
Rob Arnott’s Big Bet on Emerging Markets
…turnaround from early 2020 when, the article reports, “some of his funds were among the hardest hit during the initial states of the Covid-19 pandemic.” The article reports that emerging-market…
A Repeat of the Roaring ‘20s Stock Market? Don’t Count on It
…global pandemic even as a wave of new technology was set to transform the country’s political, social and economic landscape.” Specifically, the Covid-19 pandemic along with “flood of new technology…
Dan Fuss on Re-Engineering a 60/40 Portfolio
…pandemic, but Covid-19 forced many CEOs to “rethink their supply chains with an eye to bringing them closer to home.” While he notes that this process will probably take about…
Bullishness as a Contrarian Sell Signal
…and the Covid-19 vaccine rollout” which is expected to boost economic growth. The article concludes, however, that although investors have “come to terms with the recent upheaval in bond markets…