2 Secrets to Beating the Market. Great Value Investor Joel Greenblatt Explains For a long-term diversified portfolio, Joel Greenblatt, great value investor and CIO of Gotham Asset management, would stick with the Vanguard Value ETF…
Real GDP vs. Real Fed Funds Rate One of our most favorite charts is the real GDP vs. the real Fed funds rate (adjusted for inflation). Historically, recessions begin when the real Fed Funds rate…
Real Fed Funds Rate Real Fed funds rate is a key indicative factor, because it’s a very good measure of how tight or loose monetary policy is. Real Fed funds rate is the “true cost”…
The stock market vs. the economy explained Josh Brown, CEO of Ritholtz Wealth Management, explains the relationship between the stock market and the economy. His analogy is quite simple: the dog is the stock market…
“An investment in knowledge pays the best interest.” –Benjamin Franklin Knowledge helps you make much better decisions. As Albert Einstein said, “Once you stop learning, you start dying.”
Dalio Says U.S. Two Years From Downturn as Tax Cut Benefit Fades Hedge fund manager Ray Dalio speaks with Erik Schatzker about the next downturn and the impact of tax cuts. He also discusses debt…
Should Investors Trust Markets or Economic Data? Nancy Tengler, Butcher Joseph Chief Investment Strategist, and Brian Levitt, Oppenheimer senior investment strategist, discuss the economic data. They are mixed, but that’s good news. Equities are going…
Yield Curve Inversion A yield curve inversion is a necessary condition for a recession, but it is not a sufficient condition. We also need a widening of credit spreads and higher real interest rates. And…
Golden Cross Materializes in S&P 500 Price Action JPMorgan’s Philip Camporeale and David Kotok, CIO at Cumberland Advisors, discuss the late cycle euphoria. Rally in equities continues until it stops!
The words and wisdom of investing legend Jack Bogle Jack Bogle, founder and CEO of Vanguard, is credited with creating the first index fund. He did as much for investors than any Nobel prize winner.