Finance Blogger Wisdom: What’s a Reasonable Estimate for Portfolio Returns Going Forward?

Tadas Viskanta, editor of the excellent finanical blog Abnormal Returns, asked a group of financial bloggers the following question:

Assume you are advising a pension fund, endowment or foundation. What is a reasonable long-term expectation for real returns for a […] Continue Reading…

What’s Walmart’s Gameplan with Humana?

Rumors are circling that Walmart (WMT) might be acquiring Humana (HUM) or, at the very least, deepening its partnership with the health insurer.

I have my own thoughts on the matter. As I shared with Reuters’ Nandita Bose,
“The end goal […] Continue Reading…

Emerging Markets Set to Take the Lead?

The following is an excerpt from Best ETFs for 2018: iShares Emerging Markets Dividend ETF Is Still in the Race.

If there is a dominant theme in the Best ETFs for 2018 contest, it would seem to be “Go America!” and specifically […] Continue Reading…

Someone Fat Finger an MLP Trade?

Interesting price action in MLPs today. Some Twitter banter:

Either someone fat fingered a trade in $EPD an hour ago, or a BIG holder had to get out in a hurry. Seems to be recovering. pic.twitter.com/lJDe6el3oO
— Charles Sizemore (@CharlesSizemore) March […] Continue Reading…

Are the FANGs Holding Up a Weak Market?

Data as of 3/26/2018. Past performance no guarantee of future results.

It remains to be seen whether the market is in the midst of a garden-variety 10% correction or if this is the start of a […] Continue Reading…