…out inefficiencies like the one in the story. There’s a lot of competition in markets, even the supposedly inefficient corners like small cap, emerging markets or distressed debt. That competition…
Warren Buffett is rightly considered the most successful investor of all-time. Not only has his holding company, Berkshire Hathaway, grown at a much higher rate than the overall market, he’s…
…launched an expensive cell phone that allowed them to turn into a $3 trillion company (one company, worth about a third of all of the bonds owned by the Federal…
One way to judge the performance of a mutual fund or ETF is to compare the results to a relevant benchmark, which is usually an index that has relatively similar…
…45.46 percent this year through yesterday. In this context, it’s interesting that one of the common debates in academia is whether or not the small cap premium really exists. Last…
…premium to the market. And, we can take it a step further and say that growth stocks trade at a 56 percent premium to value stocks based on these metrics…
…really happy. With longevity insurance, you make premium payments, but instead of a payment upon death, you get a stream of income starting when you turn 85. If you don’t…
…the Fed was data dependent. As a result of their combined comments, the market now put the odds of a September rate hike at 36 percent, from 21 percent previously….
I’d like to meet the person in Washington who comes up with the silly names for laws just for the purpose of creating a catchy acronym. Case in point is…
…differential when over the next eight months (February through September), large-cap stocks made 5.6 percent while small cap stocks lost -11.7 percent. Even if you aren’t following all of the…
