Page 5 - Ben Inker News Today

10 Sunday Reads Avert your eyes! My  • Lie After Lie: Listen to How Trump Built His Alternate Reality A 38-minute video shows how Donald J. Trump’s persistent repetition of lies and calls to action over two months created an alternate reality that he won re-election. Mr. Trump’s words, which were echoed and amplified by the rioters who stormed the Capitol on Jan. 6, are a central focus of his second impeachment trial. (New York Times) • Inside the Worst-Hit Coun...

Can you outperform the market without its biggest, best-known names? That is the self-imposed charge of with Kevin Landis, founder of Firsthand Funds. The firm’s Firsthand Technology Opportunities Fund (TEFQX) gained 102% over the past 12 months, which is impressive enough; But Landis accomplished this without many of the biggest market drivers of 2020: No Apple, Amazon, Tesla, or Netflix. The fund was created in 1999, and has gained 21.1% annually over the past 10 years vs 13.9% for the S...

Today’s realities and intangibles have changed the face of value This content is only available to Gold IPE Members Unlock your IPE Membership Package This content is only available to Gold IPE members. Join for unlimited access to IPPE’s industry-leading market intelligence, comprising news, data and long-form content on European pensions and institutional investment.

NEW YORK: It sounds like the start of a parable: Investors stuck inside during a pandemic begin to bid up an asset until its price becomes untethered to reality.

A tulip by another name? Gamestonk and the case for investor caution Trading information for GameStop is displayed on the Robinhood App as another screen displays the Robinhood logo in this photo illustration (Reuters) . Updated: 30 Jan 2021, 08:40 PM IST Reuters The reality is that GameStop doesnt hurt Wall Street. It might hurt a couple of hedge fund managers out there, but no one is going to cry for them. The people who will be losing their life savings are small retail investors, says a ...

Now, almost exactly 385 years and another pandemic later, Wall Street waits to see how long it will take for history to repeat itself. Shares of video game retailer GameStop Corp have soared 1,625% since the start of January. Driving the rally are individual investors who have been stuck at home for the last ten months. Many have turned to online forums like WallStreetBets on Reddit and are buying the stock, some as a form of protest against hedge fund managers who wagered that it would fall. T...

Shares of video game retailer GameStop Corp have soared 1,625% since the start of January. Driving the rally are individual investors who have been stuck at home for the last ten months. Many have turned to online forums like WallStreetBets on Reddit and are buying the stock, some as a form of protest against hedge fund managers who wagered that it would fall. These amateur investors are buoyed by savings built up over the coronavirus pandemic, two rounds of stimulus payments and near zero int...

Stock-market legend sees few weeks of ‘putting your last, desperate chips into the game’—then pop MarketWatch 1/24/2021 KEY WORDS That is the latest from Jeremy Grantham, co-founder and chief investment strategist at Boston-based money manager Grantham, Mayo, Van Otterloo & Co., offering up a stark warning to speculators driving the stock market to new heights amid the greatest pandemic of the past century. In an interview with Bloomberg TV’s “Front Row,” the storied investor, wh...

Waiting for the Last Dance The Hazards of Asset Allocation in a Late-stage Major Bubble By Jeremy Grantham Mr. Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations. Prior to GMO’s founding, Mr. Grantham was co-founder of Batterymarch Financial Management in...

MacroBusiness Access Subscriber Only Content at 2:00 pm on January 8, 2021 | 16 comments Forget Bitcoin – the real bubble is in stocks. According to the latest missive from Jeremy Grantham as he warns how dangerous the rise in equity values around the world but especially on Wall Street, which he equates to as big or even bigger than the 1990’s tech led bubble :   The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble. Featuring extreme overvaluation, ex...