Nir Kaissar
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Wall Street Is Challenging The Low-Cost-Investing Revolution
ETFs now have a 35% market share of combined US assets in ETFs and open-end mutual funds as of June from less than 1% through the 1990s, according to Morningstar.
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There’s No Recession Alarm In The Collective Wisdom Of Markets
Stocks and bonds seem to be signaling that the economy is slowing modestly.
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Don’t Fear The Froth. Stay Invested Even If Stocks Are Overvalued
At 25 times forward earnings, it was only more expensive just before the dot-com crash in 2000 and the tech wreck in 2022.
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Buffett’s $325 Billion Cash Hoard Is An Early Warning Signal
Taken together, it might seem as if Buffett is trying to time the market’s next downturn, but what he’s doing is more subtle and thoughtful — and instructive for investors.
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Buffett’s $325 Billion Cash Hoard Is An Early Warning Signal
Taken together, it might seem as if Buffett is trying to time the market’s next downturn, but what he’s doing is more subtle and thoughtful — and instructive for investors.
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Traders Sense An Inflation-Constrained Fed Is Back
A surefooted economy aided by a mountain of fiscal and monetary stimulus is less a recipe for a weak labor market and more the makings of an inflation rate that is stubbornly higher than the Fed’s target.
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Traders Sense An Inflation-Constrained Fed Is Back
A surefooted economy aided by a mountain of fiscal and monetary stimulus is less a recipe for a weak labor market and more the makings of an inflation rate that is stubbornly higher than the Fed’s target.
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Buffett’s Apple Sale Brings Value Back To Quality Investing
The Oracle of Omaha’s latest portfolio reshuffle is a warning against investing at any cost.
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Buffett’s Apple Sale Brings Value Back To Quality Investing
The Oracle of Omaha’s latest portfolio reshuffle is a warning against investing at any cost.
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Spot Bitcoin ETFs Are Coming. Beware the Risk.
Crypto cheerleader Mike Novogratz urged investors to run the numbers on the digital currency to prove its attractiveness. They don’t back him up.
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BlackRock Portfolios Work For Investors But Not Advisers
Advisers have no financial incentive to transition their clients to off-the-rack ETF offerings.
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BlackRock Portfolios Work For Investors But Not Advisers
Advisers have no financial incentive to transition their clients to off-the-rack ETF offerings.
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Stocks Beat Cash Even If You Could Time A Recession
The S&P 500 has proved to be remarkably resilient in the six months before downturns.
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Bond Investors Shouldn’t Gamble On The Inverted Yield Curve
Reaching for yield during inversions misses the bigger driver of total return, namely the path of interest rates, which is difficult to predict with precision.
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Bond Investors Shouldn’t Gamble On The Inverted Yield Curve
Reaching for yield during inversions misses the bigger driver of total return, namely the path of interest rates, which is difficult to predict with precision.
