In this episode, Preston and Stig hold their Mastermind discussion with Saber Capital Management Founder, John Huber and Hari Ramachandra. Each member of the group presents a stock investing idea. After each group member pitches their idea, the group then dissects and troubleshoots the position. If you're interested in hearing how members of the mastermind determine intrinsic value and identify risks, you'll enjoy hearing this discussion.
Boardroom disputes and hostile takeovers are often events that common investors never get full access to. In a fresh and thoroughly researched book, Jeff Gramm provides rare and never-before-published letters from Wall Street icons—including Benjamin Graham, Warren Buffett, Ross Perot, Carl Icahn, and Daniel Loeb. In our interview with Jeff, he talks about his experience writing his superb book. You won't want to miss this interesting interview.
In this episode, Preston and Stig talk to Joe Studwell, the author of How Asia Works. This book was a strong recommendation by Bill Gates in 2014 to help understand why some countries progress at a rapid rate, while others decline. Joe provides an interesting analysis of countries in Asia and what they did to reform their economies and progress so much in the recent decades. You won't want to miss this interesting interview.
In a recent report surveying ETF executives across the globe, PwC found that technology is changing the face of the ETF business, as automation, fee compression and better customization become the norm. Nigel Brashaw, global ETF practice leader, offers us some key takeaways
The Institute of Supply Management (ISM) has now released the September Non-Manufacturing Purchasing Managers' Index (PMI). The headline Composite Index is at 59.8 percent, up 4.5 from 55.3 last month and its highest since August 2005.
Where do you expect to be in a hundred years? Almost everyone reading this report will probably be dead. Well, if we are going to die, why not leave some assets behind for our descendants? What could stand the test of time – perhaps a 100-year bond?
The U.S. International Trade in Goods and Services, also known as the FT-900, is published monthly by the Bureau of Economic Analysis with data going back to 1992. The monthly reports include revisions that go back several months. This report details U.S. exports and imports of goods and services.
Economists are turning against homebuilders once again. Harvey and Irma have done serious damage to countless homes in Texas and Florida, throwing a wrench in the gears of a fragile housing market comeback.
Real estate bubbles are often the most insidious of all financial bubbles. We can choose not to participate in the stock market and bond market – but we don’t need a stock certificate to keep warm and dry.
Since recessions are pretty rare and often involve traumatic market environments you can be relatively passive, but still try to manage the risk in a portfolio. Then, the other 90% of the time when the economy is expanding you’re just super aggressive.
Oil has been in a multi-year bear market since 2014, driven in no small part by the rise of the dollar during that period. However, with the falling dollar and a potential inflationary spike from China, it is worth examining whether the facts have changed.
This employment report for September showed a 33K decrease in total nonfarm payrolls, which was worse than forecasts and is most likely the effect of Hurricanes Irma and Harvey. The unemployment rate ticked down to 4.2%.
Take a look at the other end of the spectrum, the worst-performing ETFs of the year. This post has two lists; one that includes all exchange-traded funds, and one that excludes inverse and leveraged products.