Jack Otter of Barron's caught up with the fund manager and longtime Roundtable member, Mario Gabelli, during the recent Morningstar Investment Conference in Chicago.
Mario Gabelli: Four New Stock Picks
Consumption growth or household spending has slowed meaningfully since the financial crisis. Over the past decade, consumption growth in advanced economies has averaged a compound annual growth rate of... Read More
Last week I covered a research report from the folks at Oppenheimer, who have calculated that during 2015 the top 30 publicly traded US-based exploration and production companies collectively... Read More
Tesla Motors Inc (NASDAQ:TSLA) stock surged to an all-time high of $52.92 today. Additionally, Morgan Stanley (NYSE:MS) raised its outlook of the company’s battery-powered Model S but calls Tesla Motors... Read More
Why There Is No Inherent Equity Premium: The Total Market Return vs. the Per Share Return
Julian Van Erlach
Nexxus Wealth Technologies, Inc.
November 30, 2015
The Equity (return) Premium is... Read More
Hedge funds recorded strongest Q1 since 2012 amidst market recovery
Q1 hedge fund letters, conference, scoops etc
Hedge fund managers ended March 2019 up 0.77% on an equal-weighted basis, and 0.45%... Read More
Institutionalizing Countercyclical Investment: A Framework For Long-Term Asset Owners by IMF
Prepared by Bradley A. Jones
Do portfolio shifts by the world’s largest asset owners respond procyclically to past returns, or... Read More