Doubt Creeping in for Global Markets on Fed Interest Rate Hikes
During the height of the historic bull market run in U.S. equities, global markets were almost certain that further interest rate hikes…
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Bull Leveraged ETFs Banking on Post-Midterm Election Rally
With the U.S. capital markets moving in anticipation of the 2018 midterm elections on November 6, a post-election rally could be imminent…
A Case Study in the Market’s Long Term Resilience
An article in CNBC recalls the demise of Lehman Brothers in 2008 that “unleashed a new level of panic and pain” in…
Franchise Quality Score: A Method for Evaluating Intangibles
The lofty prices of certain stocks (i.e. FAANG) present a challenge for value investors, according to an August article in CFA Institute…
Buying a House, the Wall Street Way
An article in The Wall Street Journal describes how institutional investors are using computer algorithms to purchase large numbers of rental properties.…
Goldman Buying Turkey and Argentina Debt
Goldman Sachs Asset Management is betting on the worst-performing emerging markets by buying up Turkish and Argentinian government debt, according to an…
What is Fintech? An Explanation from CNBC
“It’s a multi-billion dollar industry that’s changing everything from how we make purchases to how we get loans. What is fintech all…
Big Data, Machine Learning, and AI in Portfolio Management
“BlackRock’s Kevin Franklin explains how investors get comfortable with applying these tools to money management.” –Morningstar, Inc. For more trends, visit the Portfolio…
Bond Market Could Spark a Healthy Rotation
Although rising bond market yields are causing concern, the overall market might be fine says a recent article in The Wall Street…
Ken Fisher Says Time, Not Timing, is Key to Investment Success
In a recent article for USA Today, investment guru Ken Fisher warns that it’s impossible to miss market downturns and that “even…
Alignment of Investing Styles Not Necessarily Bad Omen
An article by Bloomberg columnist Nir Kaissar argues that the occasional correlation of investment styles or factors—citing value and momentum as examples—isn’t…
Indexing Isn’t Active Management’s Problem
Today’s active managers can “no longer succeed by being very good, or even excellent. To succeed, they must be outstanding.” This according…
Introduction to Modern Portfolio Theory
“Every since Harry Markowitz theorized Modern Portfolio Theory in 1952, Wall Street has been creating ‘Buy & Hold’, ‘Asset Allocation’ models for…
Mohnish Pabrais Says Volatility is His Friend
The Economic Times published excerpts from an interview with Mohnish Pabrai in which the managing partner of Pabrai Investment Funds said he…