Morningstar* last week advised that tactical asset allocation funds “failed—again.” ...

Warren Buffett's Berkshire Hathaway entered a new position in beer and spirits-maker Constellation Brands in the fourth quarter of 2024, while trimming several stakes and exiting Ulta Beauty.

We came across a bullish thesis on Fidelis Insurance Holdings Limited (FIHL) on Substack by Kairos research. In this article, we will summarize the bulls’ thesis on FIHL. Fidelis Insurance Holdings ...

As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...

Diversification is crucial, but rebalancing is essential to maintain your desired risk level and avoid unintended high-risk ...

As I've written repeatedly in recent months, the U.S. stock market is extremely overvalued, with an expected return over the next decade that is well below the rate of inflation. Bonds also appear to ...

Hedge funds would seem to be the answer. They specialize in opportunistically moving between various asset classes. In theory, they should easily outperform both stocks and bonds. Unfortunately, the ...

Dubai, UAE – Indian tennis icon Mahesh Bhupathi, known for his exceptional achievements on the global stage, recently chose ...

We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by Long-Term Pick. In this article, we will ...

A diversified portfolio can have the same returns as a concentrated one, with less risk.” Diversification is such an ...

Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

Pungulescu, C. (2025) Semantic Diversification in Equity Portfolios. Theoretical Economics Letters, 15, 187-198. doi: 10.4236 ...