A new study by Goldman shows that stocks will do well if inflation remains muted, but an escalating consumer price index (CPI) will hurt returns. This according to a recent…
Day: July 7, 2021
Paul Tudor Jones: If Fed Ignores Prices, “Go All In” on Inflation Trades
Last month, billionaire hedge fund manager Paul Tudor Jones told CNBC that he’s paying close attention to the Fed given the rise in consumer prices. If the Fed treats the…
Why ETF Investors are Wrong to Shun Mid-Caps
Although ETF investors favor large and small caps over mid-cap strategies, performance data from Bank of America shows that this is misguided, according to a recent article in CityWire. The…
What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More - Lessons From 100 Investing Podcasts
We have reached our 100th episode of Excess Returns. We have been privileged to speak to some of the smartest investors we know over the course of the 18 months…