Discretion
Joachim Klement (Klement on Investing) Most market indices try to be as neutral as possible and follow strict rules wherever they can. But for every rule you define there are Read More
The Greatest Value Investor You’ve Never Heard Of
Brandon Beylo (Macro Ops) “We can have no finer role model. First and foremost, he was a value investor — a member of that eccentric tribe that believes it’s better Read More
The A-H Premium: Same Stock, Different Story
Vivek Viswanathan, CFA, Ph.D. (Rayliant Gobal) You can buy a share in Fudan-Zhangjiang Biopharmaceutical for 2.26 USD in the Shanghai Stock Exchange’s STAR Market or for 0.49 USD in the Read More
Bill Miller: An Investor’s Evolution (Part I)
By Frederik Gieschen (Neckar’s Notes) “The conventional wisdom about value investing was wrong.” “We are interested in the underlying economic reality of the business and not how they report.” In Read More
Bonds: Hold ‘Em, Fold’ Em, Walk Away, or Run?
Michael Lebowitz, RIA Advice Bonds: Hold ‘Em, Fold’ Em, Walk Away, or Run? “You got to know when to hold ’emKnow when to fold ’emKnow when to walk awayAnd know Read More
Securities Lending
Cambria Securities lending is a long-held practice whereby ETFs make loans of stocks or bonds to seek an incremental increase in returns for fund shareholders. While not without risk, securities Read More
Can’t Tell The Fed Nothin’
David Wagner (Aptus Capital Advisors) Performance During Taper Tantrums: I would consider the cliché idiom, “nothing is certain except death and taxes” to be wrong. Why? Because I would personally Read More
Why International?
David Wagner (Aptus Capital Advisors) Let’s Party Like it is 1999! No investor ever wants to participate in a “Lost Decade” – domestic U.S. stocks encountered this problem in the 2000s, international Read More