Spoiler alert: I own both gold and Bitcoin in my portfolio. As a longtime participant and observer of the shifting currents of monetary policy and financial markets, I believe both can play vital roles as repositories of value, especially in a world plagued by economic and political uncertainty. But although …
Read More »NewsWatch: Legendary investor called this stock market a ‘Real McCoy’ bubble, and now Jeremy Grantham’s fund is trailing the S&P 500 by 14 percentage points
MARKETWATCH FRONT PAGE Jeremy Grantham, co-founder and chief investment strategist at Boston-based money manager Grantham, Mayo, Van Otterloo & Co., has seen his fund badly trail the broader stock market in 2020. See full story. Shopping for a new car on Black Friday? Beware of this clever car-dealership trick Timothy …
Read More »The Tell: Legendary investor called this stock market a ‘Real McCoy’ bubble, and now Jeremy Grantham’s fund is trailing the S&P 500 by 14 percentage points
Being too bearish in this pandemic-stricken U.S. stock market can be costly. That is apparently the lesson that Jeremy Grantham, co-founder and chief investment strategist at Boston-based money manager Grantham, Mayo, Van Otterloo & Co., learned this year as his fund has seen clients pull billions of dollars from his …
Read More »Key Words: Billionaire investor Howard Marks paints grim view of economic outlook: stimulus alone won’t cure ‘down-cycle’
The U.S. stock market has rebounded mightily in recent months but Howard Marks cautions investors to brace for a tough slog in the economy, and that’s even if a fresh fiscal stimulus package can be passed by Congress to help heal the coronavirus-stricken business climate. “Thus, this down-cycle cannot be …
Read More »Jonathan Burton’s Life Savings: Billionaire investor Ray Dalio on capitalism’s crisis: The world is going to change ‘in shocking ways’ in the next five years
Ray Dalio certainly is no radical idealist, but in his frequent writings and media appearances the veteran investor consistently calls for Americans to rewrite their longstanding contract with capitalism so that it is fairer and more generous to more people. Otherwise, he predicts, life in the U.S. could become more …
Read More »The Tell: Investor turns $100,000 into $2.2 million — now he’s banking on a cruise line to reach his early retirement goals
The buy-and-hold approach to the stock market generally isn’t a celebrated strategy among Reddit’s “Wall Street Bets” bunch, but more than a few glasses are being raised for one member of the meme-making trading community who claims to have made an absolute killing in recent years. IKnowTheCodings, as he goes …
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