Are Index Based ETF Investors Making a Mistake?
Barron’s interviewed James Montier of Jeremy Grantham’s GMO over the weekend. Montier is a member of the GMO asset allocation team. Below are the...
One More Reason You Should Avoid Index-based Bond ETFs
The index-based ETF investment craze continues to lead to distortion in financial markets. Many investors are buying funds without fully understanding the risks.
The risk...
Putnam Announces 3 “Alternatives” Funds: Time to Sell?
The low hanging fruit may have already been picked in “alternatives.” And yet, Putnam has announced three new Alt mutual funds. We’ve seen this...
Boutique Value Manager Closes Flagship Fund
Longleaf Partners has long been a boutique value manager we have followed at Young Research. They are one of the good guys in the...
Vanguard GNMA Outlook 2017
One of the major factors that will impact the outlook of the Vanguard GNMA fund in 2017 is the Federal Reserve. After holding rates...
If You Had to Own Just One Mutual Fund Should it be this One?
If you had to own just one mutual fund, which one should it be? My answer is Vanguard Wellesley.
In 2011, I coined the phrase “Sleep...
Apple Owns More Corporate Bonds than the Biggest Funds Own
Apple has hordes of cash overseas. CEO Tim Cook says he won't bring the cash back until better tax rates are available. In the...
Investors Evacuating Big Hedge Funds in a Panic
This isn’t going to end well. The big money of pension investing that is. Imagine all of the money leaving hedge funds, and for...
How to Buy Vanguard GNMA
Yesterday I wrote “Why Vanguard Works for You in 2017” and a reader asked:
"E.J. I’m thinking about consolidating at Fidelity. Can I buy Vanguard...
Why Vanguard GNMA Works for You in 2017
It’s time to get your lazy money off the couch and back to work.
You know the lazy money I’m talking about. The rainy day...