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Building an Inflation Fighting Portfolio With Dave Schassler
28 mins ago
Building an Inflation Fighting Portfolio With Dave Schassler

With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that…

Markets Are Too Overconfident About Inflation, Says Krugman
1 month ago
Markets Are Too Overconfident About Inflation, Says Krugman

Nobel Prize-winning economist Paul Krugman is worried that investors are getting too relaxed about inflation and that as financial conditions loosen, inflation will rise again. “The markets are pricing in…

Central Banks Must Finish The Job, Says Summers
2 months ago
Central Banks Must Finish The Job, Says Summers

In remarks made at the World Economic Forum in Davos Switzerland, former U.S. Treasury Secretary Larry Summers said that the “greatest tragedy” for the worldwide economy would be if central…

Short-Term Inflation Will Decline Dramatically in 2023
3 months ago
Short-Term Inflation Will Decline Dramatically in 2023

At a webinar sponsored by DoubleLine Capital, CEO Jeffrey Gundlach told the attendees that inflation will dramatically drop in the first six months of next year, reports an article in…

Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
4 months ago
Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman

In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley’s work on convexity and how to utilize it in portfolios earned him the nickname the…

Four Hard Investing Lessons From 2022 With Silver Linings
5 months ago
Four Hard Investing Lessons From 2022 With Silver Linings

By Justin Carbonneau (@jjcarbonneau) — In Ben Graham’s The Intelligent Investor, he introduces Mr. Market, which is an allegory that is meant to help the reader understand the irrational, groupthink…

Top Financial Historian: Be Happy About Inflation & Worry About Something Else
6 months ago
Top Financial Historian: Be Happy About Inflation & Worry About Something Else

The current moment of high inflation is something investors should welcome, says Brad DeLong, a professor at UC Berkeley and one of the top financial historians and economists in the…

Here’s Why 2022 Hasn’t Been A Great Year For Gold
6 months ago
Here’s Why 2022 Hasn’t Been A Great Year For Gold

While many investors predicted 2022 would be a good year for gold, the asset is on track to decline for its sixth straight month, dropping 14% in that span of…

Kashkari “Happy” About Market Reaction To Jackson Hole Speech
7 months ago
Kashkari “Happy” About Market Reaction To Jackson Hole Speech

Minneapolis Fed President Neil Kashkari told Bloomberg that he was “happy to see” the reaction to Jerome Powell’s speech at the Fed’s annual retreat in Jackson Hole, in an interview…

Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
7 months ago
Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche

There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific…

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By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of those principles off the top of your...
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By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love high returns on capital. We love great...
February 15, 2023
Unlocking the Market’s Mood: Tools for Measuring Stock...
By Justin Carbonneau (@jjcarbonneau) — In our recent podcast with Ray Micaletti, we talked about his relative sentiment approach to investing. Ray uses retail and institutional investor sentiment to build quantitative investment strategies. That conversation, along with...
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Where Valuations Stand After the Market’s Strong Start...
By Jack Forehand, CFA, CFP® (@practicalquant) — 2023 has been a great year for the market so far. Despite the negative sentiment coming into the year, falling inflation and interest rates coupled with decent earnings so far have provided fuel...
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