It’s always interesting to hear from the bear camp during a bull run. Morgan Stanley strategist Andrew Sheets thinks the stock “cycle” is nearing an end, and tells us why. There’s no shortage of pretzel logic in the investment world, and sadly, this is actually the standard fare in these professions. It takes quite a […]
When they look at how much money retail investors are pouring into both stock and bond funds right now, Bank of America is worried that we might be creating a bubble with both. We use the word bubble to describe situations where prices of things rise so much that they end up collapsing under their […]
We’re not sure why Federal Reserve member Neel Kashkari feels that he’s qualified to speak about investments. What he lacks in knowledge, he more than makes up for with contempt. If you wish to speak about investments, it’s a good idea to at least be familiar with the basics. While the Federal Reserve does important […]
Brown Capital Management’s Small Company Fund beats 99% of its peers. They also have a newer fund focused on foreign stocks that is getting accolades. Do they deserve them? When you have a fund that has outperformed 99% of your peers over the last 15 years, that might be something to crow about. The use […]
Jeremy Grantham is as passionate about climate change as they come in the industry, enough to allow him to think that climate change will trample our portfolios somehow. There are countless folks who want to tell us all about how bad climate change will be at a time where both they and many of us […]
The idea of Bernie Sanders being the stock market’s best hope for Trump to win is starting to gain more traction. We need to be careful when we wish for this though. Both New Hampshire and Iowa are proud of their front and center positions in kicking off the Democratic nomination process for president, and […]
Fundamental stock analysts don’t usually like using the “s” word, and by the time they tell you to sell, you should have sold a long time ago. This sell call is more proactive. Pivotal Research analyst Michael Levine just sounded the alarm on Facebook, at a time where the stock doesn’t really look all that […]
We might want to think that seeing less new ETFs introduced last year, as well as a higher percentage of them closing, might not look so good for ETFs. Think again. The 2010s were definitely the decade of the ETF, as they made up a huge amount of ground over mutual funds and are now […]
Investing in stock indexes doesn’t require any skill in stock picking at all. How can no skill beat the presumed skill of fund managers? They obviously aren’t using much skill. Actively managed mutual funds have quite a few limitations versus what we can do with our own accounts as individual investors. If we are considering […]
With the SEC making the offering of annuities in companies’ 401(k) retirement plans easier, we are now scrambling to make this type of investment more transparent. There is something particularly tempting about annuities that appeal to a lot of people, for the same reasons that they loved fixed benefit pension plans. There is no doubt […]