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View all articlesThe conventional wisdom says high-growth stocks are “long duration” assets that benefit from low or falling interest rates (and vice versa). Yet, as Cliff Asness – founder of AQR Capital Management – recently reminded investors, the conventional wisdom is mostly wrong ( via Twitter on March 17)…
Read articleCrescat Capital portfolio manager Otavio Costa – who has earned a massive social media following for his astute “macro” observations – notes that the current market and economic landscape is unlike anything investors have seen before ( via Twitter on March 19)…
Read articleAustralian investment professional Michael Block explains why basing your investment strategy on the “Goldilocks markets” of the last few decades may not be a wise decision ( via Investor Strategy News on March 24)…
Read articleMorgan Stanley Wealth Management shares some strategies for investing in a long-term inflationary environment ( on March 29 )…
Read articleThe Cyclically Adjusted Price-to-Earnings (CAPE) Ratio – which values stocks using a 10-year average of inflation-adjusted earnings to “smooth out” short-term fluctuations – shows the broad market remains historically expensive despite the bear market to date ( via Longtermtrends on April 1)…
Read articleBrent Donnelly, Wall Street veteran and president of Spectra Markets, shares a warning about popular “Big Tech” stocks ( via Friday Speedrun on April 7)…
Read article“Intermarket” analysis suggests economic weakness ahead ( from the Wall Street Journal on April 10)…
Read articleEconomic cycle analyst Eric Basmajian highlights a powerful recession “signaling system” and what it’s saying about the economy now ( via EPB Research on April 11)…
Read articleThe U.S. government’s interest expense has been surging ( from Charlie Bilello via Twitter on April 12)…
Read articleU.S cumulative tax refunds are running well below the levels we saw in recent years, suggesting the government’s deficits could widen even further in the months ahead (from the Internal Revenue Service via The Daily Shot on April 13)…
Read articleJurrien Timmer – Director of Global Macro at Fidelity Investments – believes the government’s high levels of debt could ultimately force the Federal Reserve to resume quantitative easing (QE) to hold Treasury bond yields artificially low ( via Twitter on April 14)…
Read articleBerkshire Hathaway Chairman and CEO Warren Buffett explains the “secret sauce” to his long-term investment success (from the Berkshire Hathaway 2022 Annual Report ):
Read articleDavid Senra, host of the Founders podcast, shares the most important lesson he learned from his recent dinner with Berkshire Hathaway Vice Chairman Charlie Munger ( via Twitter on March 21)…
Read articleAn in-depth look at the benefits of strategic stock buybacks (from Finding Compounders on March 31)…
Read articleHere’s a list of top business books mentioned at the 2022 Berkshire Hathaway meeting in Omaha ( from Nick Gray via Twitter on April 2)…
Read articleA look at why “quality” trumps both “growth” and “value” in equity investing ( from Long Equity via Twitter on April 5)…
Read articleWhat every equity investor should know about “margin of safety” ( from Invest in Assets via Twitter on April 8)…
Read articleSeven timeless lessons from legendary investor Stanley Druckenmiller ( from Commonstock on April 9)…
Read articleA gentle reminder that finding great long-term investments is challenging even for the world’s best investors ( from MicroCapClub on April 13)…
Read articleVeteran value investor Chuck Akre’s “three-legged stool” model for finding stocks with 100-bagger potential ( from The Thinking Investor via Twitter on April 14)…
Read articleLegendary investor Peter Lynch’s advice on six types of stocks every investor should try to avoid ( from Commonstock via Twitter on April 15)…
Read articleHere’s a look at “one of the world’s most important companies” with “spectacular growth, fantastic future prospects, stellar fundamentals, competent management, good capital allocation, wide moat, [and] low debt” ( from Invest in Quality on March 4)…
Read articleLyn Alden, of Lyn Alden Investment Strategy , highlights the bullish case for midstream energy company Enterprise Products Partners (from the March 5, 2023 Premium Research report )…
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