PM Jay Kaplan makes the case for his interest in small-cap banks.
Q4 hedge fund letters, conference, scoops etc
cegoh / Pixabay
Why are small-cap banks usually overlooked?
Small-cap banks I think are... Read More
Robert Shiller’s cyclically adjusted price-to-earnings (CAPE) ratio is the most-cited predictor of long-term equity returns. But new research shows that the “Buffett” indicator does a good job of forecasting,... Read More
Smartphone market matures, focus on emerging countries
EV market might turn into growth catalyst soon
Attractive dividend yield could rise above 5%
Q4 2021 hedge fund letters, conferences... Read More
Q1 2022 hedge fund letters, conferences and more
skeeze / Pixabay
June 1, 20223:00 PM EDTLast Updated 15 days ago
“U.S. labor market stays tight as workers remain scarce; manufacturing regains... Read More
Financial advisors routinely adhere to the discipline of rebalancing portfolios, so much so that they invest tens of thousands of dollars in software to automate the process. That adherence... Read More