…casual glance suggests that small cap stocks are a much better investment. The following chart helps distill the winning and losing periods by comparing how small cap stocks fared compared…
…commonly used term in the hedge fund community, partly because hedge fund managers don’t earn their incentive allocation, or 20 percent of the profits, until a drawdown is reversed. The…
…recessions come along with expansions, and bear markets come with bull markets. We know that these things happen, we just never know what will cause them, how long they’ll go…
…percent compared to the -0.62 percent return for the S&P 500. Value indexes and funds tend to overweight energy stocks because they are almost always cheap compared to the overall…
…four sectors posting double digit revenue growth. The market, however, isn’t rewarding the good earnings data. According to FactSet, companies that have reported upside earnings surprises have seen average price…
…stocks are household names, such as Amazon, Google, and Tesla. Speaking of Google (or, more technically, Alphabet, the parent company), the weighting scheme counts each of Alphabet’s share classes as…
…coming years would be lower than the historic averages. Importantly, I said that returns could be low without a crash in the form of lower average returns. I wish I…
…reinvesting all cash flow. He stresses that whenever there comes a time when an adjustment is needed, the committee should keep it simple, slow and transparent. On the other side…
There was fairly downbeat sentiment surrounding commodities and commodity-linked stocks yesterday. The Bloomberg Commodity index hit its lowest level in 16 years, and is close to setting an all-time low…
…commodities from the developed world have demand from commodities exporting countries like Brazil, Russia and South Africa. Interest rate differentials are also lower and could continue to shrink as the…
