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Capital-Heavy Companies For the Future?

June 15, 2021 By Jeremy Jones, CFA

In the Financial Times, Ian Harnett of Absolute Strategy Research makes the case for capital heavy businesses. He writes: The trend towards more capital-heavy companies is driven by four structural themes: investment in “reshoring”; a shift from investment in information to infrastructure; the need to develop climate-transition technologies and, finally, investment in technologies needed to secure geopolitical leadership. These all require shifts from investing in ideas and information to investing in stuff. Reshoring is an investment in independence and resilience. The fragility of long, … [Read more...]

EGO: BlackRock CEO Goes Woke with Investor Money

June 10, 2021 By E.J. Smith

You have read about Larry Fink using your money for everything but profit. His use of ESG investing, i.e. using investor funds like a piggy bank to push his environmental and social agenda, hurts Fink's trustworthiness. It's not about investors, it's about Fink's ego. At Real Clear Markets, Peter Flaherty has written a brutal takedown of Fink and his self-promotional behavior. He writes: Last week, Exxon Mobil, one of the world's largest publicly traded international oil and gas companies, lost a critical board fight with Engine No.1, a “woke” small investor group. The win was predictably … [Read more...]

You Invest, They Win: America’s Woke Money Men

June 9, 2021 By E.J. Smith

While Joe Biden wants to raise your taxes, even when you're dead, the woke hedge fund and endowment managers are reaping the rewards of their special treatment. They're using your money for everything but what you need, profit. In a lengthy piece at The American Mind, J.D. Vance, (author of Hillbilly Elegy, and probable candidate for Senate in Ohio where he grew up and runs his business) explains how endowments and funds avoid taxes and use that subsidy as ammunition to attack America itself. He writes: Finally, the allocators of capital themselves are going woke. Across our country we have … [Read more...]

The Reach for Return at Pension Plans and Endowments

June 2, 2021 By Jeremy Jones, CFA

In the last few years with bond yields so low, institutional money managers at endowments and pension funds have had to reach for return in areas they normally would eschew in order to hit their targets. Robin Wigglesworth reports on the industry's tactics, and what the future may bring at the FT, writing: Institutional money managers are grappling with a grim investing outlook, sending them on a hunt for the next big idea decades after the late David Swensen triggered a revolution when he arrived at Yale’s endowment in 1985. It is a pressing problem. Asset allocators like Swensen — who … [Read more...]

Your Survival Guy Presents to Prestigious Med School

June 2, 2021 By E.J. Smith

Excerpts from my Wednesday presentation to recent grads and associates of an esteemed NYC med school: How to Invest and Create Wealth You’re asking me how to invest. Here’s what I recommend: Start early, participate in your company’s 401(k), reduce your debt, cut your spending, save ‘til it hurts, work as long as you can, and teach your family about money. That should get you started. Doesn’t sound like much fun? I know. But this does. Time Travel is Fun Imagine stepping into a time machine traveling into the future. You spent the day opening up your summer home in the Hamptons, on … [Read more...]

Living Your Best Life: Your Calls & Emails to Me

May 27, 2021 By E.J. Smith

Your Survival Guy is working in the trenches for you. And that's OK. I like the view from where the boots hit the ground. It's where the real stuff happens. Here's what you're telling me this week: "Hello, E.J. Let me know your thoughts when you receive my Secure Upload. I'm sending statements from family members and my business. By the way, I also bought some land in South Carolina and Austin, TX, and I own some gold coins I bought years ago thanks to your father-in-law. Have a nice long weekend. Let's talk Tuesday morning," he said. "Hi, E.J. Weather's beautiful. Wish you were … [Read more...]

STUFF is BOILING OVER: Are You Paying Attention?

May 20, 2021 By E.J. Smith

Listen up, are you paying attention? Stuff is boiling over around the world. It’s time you prepare accordingly. In talking with a client yesterday, we discussed whole life insurance. I don’t love it. I much prefer term life which we both agreed on (for me, I just want it until my kids are out of college). He said, “You know, that’s exactly what Peter Lynch used to recommend.” You remember Peter Lynch, don’t you? Author of One Up on Wall Street and famed manager of the Fidelity Magellan fund? His name was legendary in the halls of Fidelity when I was working there (Fidelity #1). In thinking … [Read more...]

Quantum Computing “Super Powers” Put Under Microscope

May 17, 2021 By Jeremy Jones, CFA

Will quantum computing seem like reading the future? In the Financial Times, Izabella Kaminska reports that as quantum computing approaches, banks are preparing for the "super powers" the technology will give them. She writes: If you had a sports almanac from the future as did Biff Tannen, the brutish bully of the time-travelling Back to the Future movie trilogy, how might you be inclined to take advantage of the foresight buried within it? The obvious temptation would be to place sure bets in the market that make you rich. In Biff’s case, the wealth is then used to change the world into a … [Read more...]

Fidelity and the Flight to the Suburbs

May 13, 2021 By Dick Young

Back in February, I wrote to you about how I started in the institutional research and trading investment business at Model Roland & Co. on Federal St. in Boston in August 1971. Just up the street from Model were Fidelity Investments, and Wellington Management, both of whom I called on from my very first hours on the job. Over five decades ago, Ned Johnson, aka “Mister Johnson,” ran the show at Fidelity. At Wellington, Jack Bogle, “Mr. Mutual Fund,” had not yet left Wellington to start Vanguard. My focus in the initial going was international research and trading, and remains so … [Read more...]

Are You The Intelligent Investor You Deserve to Be?

May 19, 2021 By E.J. Smith

When it comes to your money, I want you to be a survivor. As you can see in my table, stocks have declined by over 30% three times already in this young century, and I’m talking about blue-chip stocks in the Dow Jones Industrial Average. When we look at the tech-laden NASDAQ and the S&P 500, declines have been far more precipitous—declines as high as 68% and 55% respectively. Moving forward, your job will be to survive the wreckage. I’m here to help. In my table below, you’ll see the performance of the Vanguard Wellesley and Wellington funds during these tumultuous periods in history. … [Read more...]

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