Investing

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Image representing blog post Warren Buffett / Berkshire Hathaway – Portfolio Update – Q3 2024
Warren Buffett / Berkshire Hathaway – Portfolio Update – Q3 2024

Warren Buffett / Berkshire Hathaway – Portfolio Update – Q3 2024 Warren Buffett is known as the world’s greatest investor, or at least the world’s greatest value investor, having delivered…

Image representing blog post Bill Ackman – Portfolio Update – Q3 2024
Bill Ackman – Portfolio Update – Q3 2024

Bill Ackman – Portfolio Update – Q3 2024 Bill Ackman, the renowned activist investor and founder of Pershing Square Capital Management, is widely recognized for his bold investment strategies and…

Image representing blog post News Roundup: Healthy US Stock Market, Gold Bug Chart Crime, Mag7 Bubble vs. Dot.com, DJIA Goofy Index
News Roundup: Healthy US Stock Market, Gold Bug Chart Crime, Mag7 Bubble vs. Dot.com, DJIA Goofy Index

Gold has beaten US stocks for 25 years, Magnificent 7 bubble healthier than dot.com, multiple expansion, DJIA index silliness, and who pays taxes?

Image representing blog post From the Yahoo! Finance 2024 Invest Conference with Love
From the Yahoo! Finance 2024 Invest Conference with Love

Brian Moynihan of Bank of America, Neel Kashkari of the Federal Reserve, Judy Shelton and others spoke at the Yahoo! Finance 2024 Conference.

Image representing blog post AI Stocks: Here’s How to Invest | Derek Yan of KraneShares
AI Stocks: Here’s How to Invest | Derek Yan of KraneShares

AI stocks still have room to run, says Derek Yan of KraneShares, who manages KraneShares’ AI fund. Derek shares his AI investing tips in this video.

Image representing blog post Weekly Roundup: Fed Rate Cut, Trump Returns, Bad Buffett ETF, Next Decade of Stock Returns
Weekly Roundup: Fed Rate Cut, Trump Returns, Bad Buffett ETF, Next Decade of Stock Returns

A Federal Reserve rate cut goes almost unnoticed after the Trump re-election, why a Daily Buffett ETF is nonsensical, it was a large-cap growth decade.

Image representing blog post A Second Trump Presidency and the Stock Market
A Second Trump Presidency and the Stock Market

Some “Trump trades” are already paying off – strong dollar, private prisons, and financial stocks – but others aren’t. Are Trump trades worthwhile?

Image representing blog post BBAE Debate: IPP Stocks like Talen Energy (NYSE: $TLN): Hot or Not? 
BBAE Debate: IPP Stocks like Talen Energy (NYSE: $TLN): Hot or Not? 

Enrique Abeyta of HX Research is an IPP bull; he loves Talen Energy. Travis Miller of Morningstar is bearish. They hash out the future of IPPs.

Image representing blog post Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance
Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance

Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance Is a rough decade really coming for US stocks?  I wrote a piece last week…

Image representing blog post The Worst Idea in Modern Finance
The Worst Idea in Modern Finance

The NYSE’s plan to offer 22-hour trading via its all-electronic Arca exchange is a step backward, not forward, for the role of finance in American society.

Image representing blog post This Is How to Invest | Wes Gray of Alpha Architect
This Is How to Invest | Wes Gray of Alpha Architect

Wes Gray of Alpha Architect shares investing suggestions, factor analysis, diversification thoughts, and his movie-worthy background.

Image representing blog post News Roundup: Small Caps Doing Well, Insiders Sell, Debt, S&P 500 Equal Weight, Robinhood Clients are Bad Investors
News Roundup: Small Caps Doing Well, Insiders Sell, Debt, S&P 500 Equal Weight, Robinhood Clients are Bad Investors

US small caps suddenly massively outperform, while corporate insiders ramp up selling; Americans are back to credit card debt.

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