Diversification or Di-worse-ification?
…31. Returns were great in August, so this understates everything by a little bit, but I wanted the end dates to match and getting 10 year returns for an odd…
…31. Returns were great in August, so this understates everything by a little bit, but I wanted the end dates to match and getting 10 year returns for an odd…
…few years now, exchange-traded fund (ETF) companies are rolling out Emerging Markets exChina funds, trying to capture shifting investor preferences. Although we’re almost certainly going to continue with our broad-market…
…been able to escape reading about it in recent months because some of the top hedge fund players had huge positions in VRX. One in particular, Bill Ackman’s Pershing Square,…
As I wrote earlier this week, the plunge in oil prices has dramatically cut profits for energy firms (see the article here). Some of those companies have been using their…
…much better than what markets were expecting at the outset of the quarter, which was -4.6 percent as 73 percent of companies reported results better than analyst estimates. Results in…
…purpose acquisition companies,’ but are often called blank-check companies. Historically, a relatively well-known investor would raise cash and form a SPAC, which is publicly traded. But, until the SPAC went…
…for his financial news bureau, Dow, Jones & Co., it was a real innovation. Dow Jones had 1,000 subscribers that followed the market and a series of mergers in 1893…
…in the late 1990s as I was, it’s hard to understand true euphoria. That applies to real estate in the mid-2000s too, albeit to a slightly lesser extent in my…
…by the fact that everyone’s situation is different. Thankfully, we have software that analyzes the Social Security options so everyone can optimize and maximize based on their own personal circumstances.…
…to the US dollar that wouldn’t experience the gains or losses associated with shifting currency prices. One such product completely changed the fortunes of a relatively small ETF provider and…