
Concealing Volatility
Part of my career was based on concealing volatility. I sold Guaranteed Investment Contracts. I helped design and manage several different types of stable value funds. Life insurance contracts get valued... Read More
Part of my career was based on concealing volatility. I sold Guaranteed Investment Contracts. I helped design and manage several different types of stable value funds. Life insurance contracts get valued... Read More
In late May, I took to Twitter to crowdsource my followers’ favorite micro-cap ideas. I received a ton of great feedback with dozens of company-specific responses. I also created a Google... Read More
Q1 2022 hedge fund letters, conferences and more According to his latest 13F for Q1 2022, Warren Buffett added 8 new positions. This week we look at how these new... Read More
***Below is an excerpt from a note sent to Collective members earlier this week*** “This is my 45th consecutive year as a Chief Investment Officer. In 45 years I’ve never seen a... Read More
There’s a fight brewing in the lithium market, after a controversial forecast from Goldman Sachs Group Inc. analysts set off a backlash among some of the industry’s most prominent... Read More
Stock pickers are beating the market in unusually large numbers this year, raising the age-old question about whether their success can be attributed more to luck or skill. Nearly 70%... Read More
Despite the massive selloff in equities this year and persistently high inflation, Dawn Fitzpatrick isn’t worried about a recession in the immediate future. The chief executive and chief investment officer... Read More
Value investors use a variety of techniques when it comes to developing investment ideas, but one step some might not think to take is conducting interviews. Investing wisely takes... Read More
The better ARK performed, the more money flowed into its main ETF, ARKK. It used this money to buy more sci-fi ARKK stocks, pushing up the prices of its... Read More
FAR FROM an inflation hedge, bitcoin seems to be more of a highly leveraged QQQ ETF. While the “blockchain” may have value, bitcoin is a simple money order back by... Read More
Company: Ingles Markets Incorporated Bloomberg ticker: IMKTA US Market cap: US$1,776m Background: Ingles Markets Incorporated is an American supermarket chain based in Black Mountain, North Carolina. As of 2021, the company operated about 200 supermarkets in... Read More
Interest rates are going up, so bond and stock prices are going down. You can ride it out, but it will be an awfully long rough ride. I recommend... Read More
Between the soaring inflation, the Federal Reserve's tightening and geopolitical tensions like the war in Ukraine, the markets have taken a severe beating this year. This environment is the... Read More
Q1 2022 hedge fund letters, conferences and more Well, finally the bear market… at 3/31/2002 the S&P 500 was priced to return a trice less than zero in nominal terms.... Read More
Are you considering an international ETF for your portfolio? Indeed, 2021 turned out to be one of the best years on record for ETFs. In this period, exchange-traded funds... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investing Implications Of Dopamine. Here’s an excerpt... Read More
Martin Hermann, a senior portfolio manager at Berenberg since October 2017 responsible for the Berenberg Global Focus, took to the stage at the new London Quality-Growth Investor Conference earlier... Read More
The ESG investment industry may be headed for a reckoning and many companies won’t survive this period of higher interest rates. Free-Photos / Pixabay That’s according to James Penny, who’s been... Read More
A worse-than-expected inflation report released Friday spooked the Federal Reserve into contemplating steeper-than-expected interest rate hikes on Monday. That in turn spooked traders into a stock sell-off, driving the S&P... Read More
Cryptocurrencies were supposed to teach traditional financiers a thing or two about how to avoid collapses and crises. Yet it feels like we’re simply repeating history. Specifically, the messy... Read More
While hedge funds were busy bailing from stocks at a record pace as the S&P 500 plunged into a bear market, Corporate America was furiously buying. As the benchmark index... Read More
According to the most recent polling data, the American public’s approval of Congress stands at a dismal 21 percent. Almost four times as many people disapprove of the job... Read More