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Tag: stimulus

Stimulus Activities, Consequences, and a Shift to ‘Value Investing’
4 years ago
Stimulus Activities, Consequences, and a Shift to ‘Value Investing’

A recent article in Investing.com outlines some of the consequences of the governments’ economic stimulus activities. Here is a summary of the article’s main points: “One consequence of spending too…

Mario Gabelli on the Macro and Micro Economic Landscape
5 years ago
Mario Gabelli on the Macro and Micro Economic Landscape

In a recent CNBC interview, GAMCO chairman and CEO Mario Gabelli shares insights regarding the post-election investing  landscape. Regarding his focus, Gabelli said “we look at the economic landscape with…

CNBC Exclusive Interview with Social Capital’s Chamath Palihapitiya
5 years ago
CNBC Exclusive Interview with Social Capital’s Chamath Palihapitiya

In a CNBC interview last month, Social Capital Founder and CEO Chamath Palihapitiya argued that in order to “dig out” of the current crisis, money needs to be placed in…

5 years ago
Ray Dalio: Loss to US Corporations from Coronavirus to Reach $4 Trillion

Last week, Bridgewater founder Ray Dalio said he predicts US companies will lose $4 trillion because of the coronavirus pandemic. This according to an article in Chief Investment Officer. “What’s…

14 years ago
Shiller: Stimulus Worked -- Now We Need More

Yale Economist Robert Shiller says the focus on austerity by governments around the world is similar to what happened late in the Great Depression — and he says such a…

14 years ago
Shiller On How To Provide Stimulus Without Higher Deficits

The need for stimulus and the reluctance to increase the national deficit — it’s these two concepts that many feel are leaving the U.S. in an untenable position. But Yale…

Recent Original Research
August 29, 2025
Ten Top Momentum Stocks Meeting the Tests of...
Momentum Investing: Capitalizing on Sustained Market Outperformance Momentum investing capitalizes on the tendency of top-performing stocks to continue their strong trajectory. Rather than simply chasing rising prices, this strategy systematically identifies securities that demonstrate consistent outperformance relative...
August 28, 2025
Small Caps Are Heating Up: Can the Motley...
Small-cap stocks are finally showing signs of life. After trailing large caps for much of the past decade, the Russell 2000 has returned nearly 25% since the market bottomed out in April, outpacing the S&P 500. Even...
August 26, 2025
Ten Top Wide Moat Stocks That Pass the...
In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
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