Commentaries

Recent

While the broader market has held up so far, there’s an ever-present threat of a seemingly endless equity supply overwhelming precious demand.

While the number of companies in which Ark holds more than a 10% stake is the same as it was months ago, other metrics show concentration declining.

Federal Reserve chairman Jerome Powell loves to use the word "transitory" to describe the threat of inflation. Powell may need a new catchphrase.

According to the DoubleLine founder and sometime bond king, crypto has become a demonstration of speculative fever and Fed excess, literally "crazy."

Bond market investors see “good deflation” coming from innovation that spurs an economic boom, the growth guru believes. Accurate or aspirational?

There was a time when being a billionaire investor was a big deal. You wanted to listen to them and hang on their every word. Now only a few matter.

Value investing has lagged growth over 5% a year since 2006. But David Booth remains confident in the power of cheap stocks over the long haul.