There is no way that valuations can possibly be as attractive now as they were two, three or five years ago. But should we be reducing our exposure to equities, or are valuations still at least somewhat attractive? Bubble spotter Robert Shiller tackles such questions in the video below:
Bill Gross, the one-time “bond king” with a checkered work relationship history, has lost the co-manager of his Janus Global Unconstrained Bond Fund. Gross, 72, left bond giant PIMCO... Read More
More than a year ago, we reported that the United States had unilaterally withdrawn from a nuclear agreement with Iran. Q2 hedge fund letters, conference, scoops etc Shortly after this decision,... Read More
The U.S. Consumer Financial Protection Bureau issued new guidelines for prepaid cards last week, and is expected to produce a similar set of guidelines for for bank consumer credit... Read More
Richard Oldfield's presentation from Ben Graham Centre’s 2015 Value Investing Conference on Value vs growth stocks and Coca-Cola vs Russian equity market. Richard Oldfield: Value vs Growth Stocks; Coca-Cola vs... Read More
Trading used to be part of investing that was handled by professionals. As a private individual, if you were interested in this type of investment, you would often do... Read More
What's Surprising About Activism in Europe - Florian Schuhbauer of Active Ownership Fund Read More
In the latest piece from Research Affiliates, Jason Hsu, Co-Founder and Vice Chairman, and Vitali Kalesnik, head of equity research, look at how the "publish-or-perish" syndrome and the smart... Read More
The good folks over at Transtrend (the 12th largest managed futures program in our top 100 managers infographic) are out with a new research piece via the CME that... Read More
The final day to get Series I savings bonds at a record 9.62% yield has come and gone. Americans bought more than $3 billion worth of the low-risk, inflation-linked bonds... Read More
During his recent interview with CNBC, Bill Miller explained why this is a John Templeton market. Here’s an excerpt from the interview: Q4 2022 hedge fund letters, conferences and more Image... Read More
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