Archive for October, 2021
NEW WORLD ORDER OF MARKET LEADERSHIP?
There’s a saying on Wall Street that the market can remain irrational longer than you can remain solvent. And there’s a widely held financial theory called “Reversion to the Mean” that asserts that eventually asset classes will return to their long term average in terms of several factors including price, price/earnings multiples, and their performance relative to other asset classes like U.S. stocks.
Reversion to the mean for emerging markets stocks has been a long time coming.
This week’s guest, Michael Kass who runs Baron Emerging Markets Fund believes their time has come after a very long cycle of underperformance.
Continue Reading »KASS: NEW INVESTMENT DIRECTIONS
Baron Emerging Markets Fund Manager, Michael Kass recently launched Baron New Asia Fund to invest in the next generation of growth companies in Asia.
TRENNERT: PAPAYA KING ECONOMICS
Economist and investment strategist Jason Trennert explains why he has always taken to the streets to find out what is really going on in the economy.
FINANCIAL THOUGHT LEADER, JASON TRENNERT ON THE FINANCIAL RISKS OF HIGHER INFLATION & INTEREST RATES
Talk about a seismic shift! Inflation is back with a vengeance. Higher prices are being felt throughout the economy by consumers and businesses alike.
The Consumer Price Index, the most widely followed measure of price moves at the retail level, has just experienced its biggest year-over-year increase since the early 1990s.
Continue Reading »GARDNER: FINANCIAL FREEDOM MINDSET
The Motley Fool’s Co-Founder David Gardner is taking the online service’s mission to make its members “smarter, happier, richer” to a wider audience through The Motley Fool Foundation. He explains what he calls the financial freedom mindset.
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