Active Vs. passive

The active vs. passive debate has been raging for years now and there’s no denying the data of recent years certainly favours passive. Based off the annual SPIVA report from S&P, 2018 was no different. Only 36% of large cap U.S. equity funds managed to best the S&P 500. [...]

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The Oaktree Capital And Brookfield Marriage

I had the pleasure to be back on The Intelligent Investing Podcast with Eric Schleien to discuss the Brookfield-Oaktree transaction. Below are some notes on the transaction. Q4 hedge fund letters, conference, scoops etcBruce Flatt from Brookfield Asset Management and Howard Marks from Oaktree Capital Management are getting tie up. Two [...]

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4 Intergenerational Wealth ‘Secrets’

Investing in high quality dividend growth stocks for the long-run is an effective way to build and maintain a retirement portfolio. Q4 hedge fund letters, conference, scoops etc stevepb / Pixabay ValueWalk readers can click here to instantly access an exclusive $100 discount on Sure Dividend’s premium online course Invest Like The [...]

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Will Inflation Come Back To Bite The Fed? CHARTS

With the Fed pivot last week and the inversion of the yield curve, sentiment has swiftly surrendered to the bearish side.  Indeed, it's entirely possible that the Fed even takes preemptive action and eases further e.g. with rate cuts.  But here's at least a hypothetical question, what if inflation comes back [...]

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Recessions And Yield Curve

“Davidson” submits: Q4 hedge fund letters, conference, scoops etc geralt / Pixabay Recessions require a period of excess speculation such that we have a rise in defaults. Recent history shows that it is credit card debt which defaults first. We also see a roll-over in retail sales, personal income, Temporary Help and [...]

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Sentiment Snapshot: Fundamental Fear

In this article we explore how starkly sentiment has shifted on the fundamentals outlook.  From the heights of euphoria at the beginning of last year, there now seems to be a deepening sense of fear on the fundamentals outlook.  Bears will say it's the end of the cycle and [...]

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Which Countries Have The Biggest Crude Oil Reserves?

Crude oil is a fossil fuel derived from marine plants and animals that died millions of years ago, before the dinosaurs. In its liquid form, crude oil can be found underground in reservoirs, sedimentary rocks, and tar sands. Q4 hedge fund letters, conference, scoops etc Crude oil has been used to [...]

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The Real US National Debt Might Be $230 Trillion

Trump has promised to free the US of debt. He pledged to pay all federal debt off in eight years. Q4 hedge fund letters, conference, scoops etc Rilsonav / Pixabay But so far, it’s been just talk. Two years into Trump’s presidency, the US national debt has grown by $2 trillion. The official, [...]

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40 Stock Market Terms That Every Beginner Should Know

Understanding the stock market can be a daunting task for any new investor. Q4 hedge fund letters, conference, scoops etc Not only are there many concepts and technical terms to decipher, but nearly everybody will try to give you conflicting pieces of advice. For example, if a stock in your portfolio falls [...]

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Why High-Investment Stocks Outperform

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay This article originally appeared on ETF.COM here. Research demonstrates that the investment factor has explanatory power for the cross section of stock returns, with high-investment firms [...]

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Your Future Stock Returns Might Unpleasantly Surprise You

Every investor knows that “past performance is not indicative of future results.” Yet many embrace century-long averages as a reasonable guess for future returns. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay Back in the late 1990s, we were told that the long-term average return (~10%) was a reasonable long-term assumption. [...]

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The Geography Of The World’s 50 Top Billionaires

The business world has undergone considerable change in the last two decades. Q4 hedge fund letters, conference, scoops etc While some fortunes are always reliably passed on to their respective heirs and heiresses, there are also entirely new industries that rise out of nowhere to shape the landscape of global wealth. As [...]

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Prem Watsa – Top 10 Holdings Q4 2018

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of [...]

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11 Of The Best Books On Stock & Business Valuation

We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Photo by jill111 (Pixabay)Charles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 Books That Every Investor Should Read Bill [...]

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How Does Each State’s Debt Compare To Its Output?

Government spending has been in the news a lot since the national debt reached a record $22 trillion earlier this year. While debt incurred by the federal government tends to draw headlines, government spending at the state level paints a less stark picture, especially when compared to each state’s [...]

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