Why a pair of prominent market strategists think we're in an investing bubble with a long way to run
Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Stay updated with breaking news from Michael Batnick. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
VOICEOVER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. RITHOLTZ: This week on the podcast, I have a special guest. His name is Andrew Beer, has really a fascinating background and career in finance. He is a managing member at Dynamic Beta Investments which is one of the oldest firms doing liquid alternatives, really quite fascinating. Their goal is to roll out things that look like hedge funds but with full transparency, liquidity, and none of the high fees. It’s really a fascinating space, sort of bringing the philosophy of Jack Bogle to the hedge fund space.
The stock market is at or near the most-expensive levels ever by most measures. When will it matter? CNBC 1/23/2021 Michael Santoli A battery of valuation tests from Goldman Sachs shows the market to be at or near the most-expensive levels in recent history on most measures. Stock values look less extreme relative bond yields and corporate free cash flow. There is a distinct "greed hive" that's buzzing with options speculation, engineered short squeezes and heedless momentum buying of marginal, illiquid stocks. However, when financial conditions remain very loose and the dir...
Among the best market calls of 2020 are some overlooked stocks that soared MarketWatch 1/21/2021 THE TELL Against many odds, the stock market not only survived a pandemic, but thrived in 2020, making it a tough year to navigate for investors. The S&P 500 closed out the year with a 16% gain, despite more than 80 million COVID-19 infections by the end of 2020 — that number is currently at 95 million — and 1.8 million dead from the disease — global deaths are now over 2 million — and economies upended. But several strategists and fund managers who MarketWatch spoke to or whose adv...
A roundup of investment ideas for active investors