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Are you with TINA or TARA? That’s a trick question. By shunning stocks when their prospects seem poor and alternatives seem enticing, you will miss more rallies than crashes. → Read More
The safest investment in the world is paying more than anytime since 2007. But you’re still going to lose money unless there’s a historic slowdown in inflation. → Read More
There is enough scoring and enough different types of scoring to create good gambling opportunities. → Read More
A public spat between two hedge fund firms proves that when it comes to factor investing, small deviations in the details can make a big difference. → Read More
A new study from the Federal Reserve finds that among professional investors, neither intelligence nor other personality traits and cognitive skills matter much. → Read More
A tireless machine able to digest all information and immune to biases should be clearly superior to humans when it comes to investing. Except it's not. → Read More
While the signs are ominous, they’re not yet suggesting an economic disruption as severe as the one that ended the 1970s inflation shock. → Read More
How many stocks do you need to have a properly diversified portfolio? Bigger is generally better, but it depends more on your luck. → Read More
It’s not as if “more regulation” has any track record of success. Failure means we need more experimentation with more new ideas until we find a mix that works. → Read More
The billionaire has a track record of leveraging software, and drawing in the capital and talent needed to build great companies. He can do it again. → Read More
The market rout is exposing the vulnerability of the US public pension system. Inflation and the tight labor market will force the worst-hit states into some hard decisions. → Read More
The August rebound suggested the lows were in. But the September slump means this year may be only the second time since 1873 when buying at the halfway recovery point was a mistake. → Read More
The August rebound suggested the lows were in. But the September slump means this year may be only the second time since 1873 when buying at the halfway recovery point was a mistake. → Read More
Investors, especially nonprofessionals, have been hit with unexpected losses in a strategy designed to protect against an uncertain and volatile world. → Read More
All of the reasons to suggest residential real estate is not facing a disaster have melted away. → Read More
A new paper from hedge fund manager Cliff Asness has sparked a fierce debate about the link between interest rates and equities considered cheap based on fundamental metrics. → Read More
Since 1926, equities have recovered more than half of a 10% or larger decline 79 times and only once, in March 1930, did they reach a new low before setting a new all-time peak. → Read More
Equity declines of more than 20% that were not followed by deep economic contractions have always foreshadowed even bigger losses. → Read More
In these unsettled times, it’s just better to be on the right side of global economic forces rather than bet on the prospects for individual equities. → Read More
In these unsettled times, it’s just better to be on the right side of global economic forces rather than bet on the prospects for individual equities. → Read More