…the U.S. economy was “fundamentally healthy when the recession began. There was no housing bubble; household debt was low; banks weren’t sitting on a tower of dubious loans that could…
Search Results for: low-volatility funds
Felix Zulauf on ‘Crazy’ Policies, Bargains and Bitcoin
…Here are some highlights from Zulauf’s comments: Low interest rates: We may not be able to exit the era of ultra-low rates, says Zulauf. “Once you start debasing your currency…
This Group Likes Accelerating Inflation
…the value-over-growth premium tends to rise when inflation accelerates.” Which, after a decade of unexpectedly low inflation, is leaving them hopeful. “Inflation is good for the value premium because growth…
Berkshire’s $25 Billion in Buybacks Defended by Buffett
…has been critical of other CEO’s doing the same: “American CEOs have an embarrassing record of devoting more company funds to repurchases when prices have risen than when they have…
Value Investing is Back! Or is it?
…Size – 180.4% Although the value portfolio did outperform the low-quality portfolio by a small margin, you can see how much size and low quality have been driving stock returns…
Momentum Strategy and How to Temper It
While the coronavirus pandemic “rocked” global markets in the first quarter of 2020, a recent Morningstar article reports that momentum exchange-traded funds navigated fairly well, an unusual occurrence that cannot…
Investing Know-How for the Masses from Goldman
Last month, Goldman Sachs announced the launch of Marcus Invest, a low-cost digital platform that allocates and automatically rebalances individuals’ wealth across portfolios of stocks and bonds based on the…
Bridgeway's John Montgomery On Their Unique Culture and Lessons From a 25+ Years in Quant Investing
…the primary motive, in that it donates 50% of its profits to charity, makes everyone who works at the company a partner, and strives to maintain a low ratio of…
After Bruising Year, Bridgewater Reshuffles Leadership
…Greg Jensen. A spokesman from the firm recently said that while most of Bridgewater’s funds made money last year, the performance of its flagship fund, Pure Alpha (which ended the…
Bitcoin Grows Up
…over time. In March of last year, it traded as low as $3900 per Bitcoin. As of this writing, the price of Bitcoin is around $50,000. This isn’t the first…