Although the value factor is one of the longest standing for stocks, the value premium has shrunk. This according to a recent article in AAII. The article notes that since…
Day: March 4, 2020
China Won’t Rebound Quickly from Coronavirus
In a recent article for Bloomberg, Mohamed El-Erian suggests that although the market is interpreting the impact of coronavirus on China’s economy as a “V”–“a sharp deceleration of growth this…
Five Questions: The Future of Asset Management with Meb Faber
Asset Management has become a more challenging place to make a living in the past decade. On the strategy side, alpha has become much more difficult to generate, as skill…
