Troubles at Kraft Heinz also cut deeply into the investing giant's bottom...
|
Troubles at Kraft Heinz also cut deeply into the investing giant's bottom...
This week, we speak with Neil Dwane, a portfolio manager and global strategist with Allianz Global Investors, which manages about $591 billion dollars. He is a member of AllianzGI’s equity...
The weekend is here! Pour yourself a mug of Aggies Blend coffee, grab a seat by the window, and get ready for our longer form weekend reads: • The Greatest Investor You’ve Never Heard Of: An...
Succinct Summations for the week ending February 22nd, 2019 Positives: 1. U.S. indexes edged higher, the S&P now ~5% off all-time highs; 2. Same store sales rose 5.4% w/o/w, greater than previous...
My quant panel is up — here are my questions for this sharp group. 1. Complexity: is it really required or is it just noise? Example: Ben Graham‘s simple low p/e type strategy outperformed the...
My “In Search of Persistent Alpha” panel is up — its a great group (see below) Here are the questions I have tee’d up: 1. It has been a rough decade for those who pursue Alpha: The rise of...
Life Is Nasty, Brutish and Short for a New ETF The mortality rate for exchange-traded funds is high. A catchy ticker symbol can help. Bloomberg, February 15, 2019 New exchange-traded funds...
My end of week morning plane reads: • Different Kinds of Stupid (Collaborative Fund) • Zillow wants to be the one company you use to buy, sell, and finance your home (Basis Point) • How I’ve Made...
The 327 touring coupé and convertible was produced before and after the war by the Bavarian firm between 1937 and 1941, and again after 1945. Sportier, with 5 more HP than the 326, the M-78...
Zillow: – Half of All U.S. Homes Are More Valuable than Pre-Recession Peak; – The median U.S. home value is $217,300, up 8.3 percent over the past year; – Home values are 8.4 percent higher than...
Wall Street Learns That Giving Stuff Away Is Boring Financial firms introduced a slew of products that didn’t charge fees last year. Investors yawned. Bloomberg, February 21, 2019 Investors...
My morning pre-flight reads: • Swiss Bankers, Chinese Billionaires, and the CEO Betting It All: Inside the fraught race to manage China’s money. (Institutional Investor) • Urban Organics Wants to...
"One of the things that I struggle...