Yield Curve Gurus: Inflation Ahead
“Bonds are very risky right now,” said Campbell Harvey, a finance professor at Duke University who pioneered the yield-curve prediction tool.
Recent
Munger: SPACs Made The World Worse
"I think this kind of crazy speculation in enterprises not even found or picked out yet, is a sign of an irritating bubble."
Why The Strategists Are Loving Commodities
Across Wall Street, strategists ransack their playbooks for ways to position for a sharp recovery out of the pandemic as the Fed stays hot.
Warren Buffett Won’t Take the Reddit Bait
At 90, one of the greatest investors of all time urges a new generation to maintain "inner calm" and trust the greatness of American innovation.
Paul Singer Warns of Trouble, and Is Eager to Say ‘Told You So’
Singer exuded frustration at what he sees as the hysteria driving everything from Bitcoin to government debt -- a “return-free risk,” he complained.
Cathie Wood’s Achilles Heel: Concentrated Positions
Because niche opportunities are limited and Wood has been so successful at attracting new cash, much of it floods into the same companies.
Charlie Munger: Lost Decade Looming?
He sees market returns being lower in the next decade. But don’t count on him to sell stock. After all, he’s stayed invested through worse cycles.
