By Jack Forehand, CFA, CFP® (@practicalquant) — I wrote an article a few weeks back that looked at how much of the outperformance of value stocks since the bottom in March of…
Tag: Featured
The Three Keys to Understanding Investing Bubbles (Ep. 84)
With the stock market at all-time highs and returns over the past year some of the best in history, the word “bubble” is getting thrown around more and more by…
Weekly Highlights: SPACs, All Weather Investing, Howard Marks on the Market, Inflation Expectations
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
A Detailed Look at All Weather Investing With Standpoint's Eric Crittenden (Ep. 83)
The last 40 years have been an exceptionally strong period for a portfolio of stocks and bonds. With stocks performing well and bonds benefitting from a tailwind of constantly falling…
The Explosion of SPACs -- Should You Care?
By Justin J. Carbonneau (@jjcarbonneau) — The odds of finding a pearl in your restaurant oyster are 1 in 10,000 to 1 in 12,000 depending on the species of mollusk.http://goldsteinsjewelers.blogspot.com/2014/06/gem-mythbuster-pearls-found-in.html This is an article…
The Changing Nature of Momentum Investing (Ep. 82)
Investors tend to associate momentum with growth stocks. If you try to name a typical momentum stock off the top of your head, you will probably think of names like…
Weekly Highlights: Bubble or Not, 5 Key Value Factors, Moats vs. Market Power & Rates vs. Inflation
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
We Might Be in a Bubble, But You Probably Shouldn’t Care
By Jack Forehand, CFA, CFP® (@practicalquant) — The recent rise in stock market interest among retail investors has certainly been apparent among my friends. In normal times, I might get an occasional…
The Strengths and Weaknesses of the Major Value Factors (Ep. 81)
Many investors think all value strategies are fairly similar to each other. And as a result they expect the value funds they invest in will all perform similarly over time.…
The History of Berkshire Hathaway and Warren Buffett with Adam Mead (Ep. 80)
There have been hundreds of books written about Warren Buffett and Berkshire Hathaway. So it rare for a book come out that does something that none of the others have.…