Page 17 - Rob Arnott News Today

Rob Arnott and Catherine Wood shared thoughts at our annual conference.

Stocktake: The discount is now wider than that seen at the height of the dotcom bubble

Cathie Wood and Rob Arnott aren't worrying yet about a stock market bubble, and said the industry is ripe for disruption.

Why Elon Musk, despite having built significant operating companies, is still mainly in the bezzle business.

Tesla’s entry into the S&P 500 Index has cost investors benchmarked against blue-chip US stocks more than $45bn since December. The world’s leading electric vehicle maker was finally admitted to the S&P in 2020, and its stock which had skyrocketed 764 percent before admission, fell in the following six months and the stock it had replaced—Apartment Investment and Management–increased by 48 percent. This rebalance cost investors 41 basis points, according to Rob Arnott, chair of RA, whic...

Interested in ETFs? Visit our ETF Hub for investor news and education, market updates and analysis and easy-to-use tools to help you select the right ETFs. Tesla’s entry into the S&P 500 has cost investors tracking or benchmarked against the index of blue-chip US stocks more than $45bn since December. The electric vehicle pioneer was already the world’s seventh-largest listed company when it was finally admitted to the S&P at the end of 2020 — more than a decade after entering some other ...

Why Biden/Harris Want Job Shortages and Inflation  Share   Share George Washington (attributed) Last Friday, the government reported another disappointing jobs report.  Joe Biden said that the tepid increase in jobs meant that the government needed to fund even more deficit spending. I was on KitcoTV (Canada’s equivalent to CNBC) and told the host that the Biden administration has discovered a clever way to indirectly push through a $15 minimum wage — keep extending unemployment check...

GMO When stocks crashed amid the dot-com bust, legendary investor Jeremy Grantham returned 80% to investors. Granthams right-hand man Ben Inker has revived the strategy to capitalize on current speculative bubbles. Inker breaks down why the bubbles are set to burst regardless of inflation and how hes playing it. In the early 2000s, investment firm Grantham, Mayo & van Otterloo — co-founded by legendary investor Jeremy Grantham — exploited the dot-com bubble by ...

Britta Pedersen-Pool/Getty Images Rob Arnott pioneered the use of fundamental indexing as a market-beating investment strategy. He believes that the electric-vehicle market is in the midst of big market delusion. Arnott recently discussed the rise of EV stocks and why Tesla may be in trouble. Rob Arnott is the founder and chairman of Research Affiliates, where he spends his days developing investment strategies used by some of the largest wealth management companie...

How to Destroy American Ingenuity in One Easy Lesson  Share   Share Sir John Templeton (“Maxims of Wall Street,” p. 150) I met John Templeton, the founder of the Templeton Growth Fund when I lived in the Bahamas in the 1980s. He made a fortune investing in Japanese stocks after World War II. When he made his statement above, he was referring to foreign countries. His famous Templeton Growth Fund was the first successful mutual fund to invest overseas, and he was so successful that he be...