From 1720 to Tesla, FOMO Never Sleeps

Posted by on Jul 21, 2020 in Articles & Advice, Blog, Columns, Featured | Comments Off on From 1720 to Tesla, FOMO Never Sleeps

The South Sea bubble is the classic story of an investing mania. Are investors today any wiser?

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Markets Bombed, Investors Carried On

Posted by on Jul 2, 2020 in Articles & Advice, Blog, Columns, Featured | Comments Off on Markets Bombed, Investors Carried On

It’s going to take a lot more than a single market meltdown for small investors to chicken out of stocks.

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Invest With the Upper Crust and Sometimes You Just Get Crumbs

Posted by on Jul 2, 2020 in Articles & Advice, Blog, Columns, Featured | Comments Off on Invest With the Upper Crust and Sometimes You Just Get Crumbs

The ‘performance’ fees that hedge-fund managers charge can walk off with most of your return.

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Playing the Market Has a Whole New Meaning

Posted by on Jul 1, 2020 in Articles & Advice, Blog, Columns, Featured | Comments Off on Playing the Market Has a Whole New Meaning

Swarms of willfully ignorant investors are day-trading their way through the pandemic.

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This Bull Market Isn’t as Big as You Think

Posted by on Jun 8, 2020 in Articles & Advice, Blog, Columns, Featured | Comments Off on This Bull Market Isn’t as Big as You Think

Just a few big winners are responsible for most of the stock market’s rapid recovery.

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An Unlikely Hero for 1906, 1929…and Today

Posted by on May 31, 2020 in Articles & Advice, Blog, Columns, Featured | Comments Off on An Unlikely Hero for 1906, 1929…and Today

The way A.P. Giannini built Bank of America shows that hard times can breed the upstarts who fuel the next boom.

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When Your Lookalike Funds Don’t Act Alike

Posted by on May 27, 2020 in Articles & Advice, Blog, Columns, Featured | Comments Off on When Your Lookalike Funds Don’t Act Alike

Similar assets can have very different returns in private and public markets.

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When Failure Is an Option: A Trading Strategy Soaks Investors

Posted by on May 15, 2020 in Articles & Advice, Blog, Books, Columns, Featured | Comments Off on When Failure Is an Option: A Trading Strategy Soaks Investors

Who doesn’t love getting to YES? Turns out some UBS clients have regrets about the firm’s Yield Enhancement Strategy.

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Finding Your Balance in a Topsy-Turvy Market

Posted by on May 1, 2020 in Articles & Advice, Blog, Books, Columns, Featured | Comments Off on Finding Your Balance in a Topsy-Turvy Market

Taking calm, contrarian action in a crazy world is a great way to restore balance—not only to your portfolio, but to your frame of mind.

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When Your Fund Beats the Market, Ask: Which Market?

Posted by on Apr 24, 2020 in Articles & Advice, Blog, Books, Columns, Featured | Comments Off on When Your Fund Beats the Market, Ask: Which Market?

A Putnam Investments fund often earned extra fees for beating an index that consisted of 50% bonds—even though most of the fund’s assets were in stocks.

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