Our esteemed panel of finance bloggers weigh in today and what they have learned in the ten years since the great financial crisis. https://t.co/DFePg9xsxC image: https://t.co/BvOuXmJ5ka pic.twitter.com/tY8jVnAIMh — Tadas Viskanta (@abnormalreturns) April 3, 2018 Continuing his annual Finance Blogger Wisdom series, Tadas Viskanta of Absolute Returns asks: Ten years have passed since the onset of...Read More

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 well-diversified portfolio? The answered varied, but it seems like the consensus was somewhere in the...Read More

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 deeper bear market. But it does seem like this market is being held aloft buy a small handful of large-cap tech stocks: the infamous FAANGs. Let’s play with the numbers...Read More

I always try to read everything that Jeremy Grantham’s GMO publishes, but I somehow missed this one until it was republished on Meb Faber’s Idea Farm. Good stuff: Don’t Act Like Stalin. Lot’s of good takeaways (as always). GMO’s main point was that chasing recent performance is a game you can’t win. All good strategies...Read More

Prospect Capital’s (PSEC) latest earnings release didn’t do much to improve investor sentiment toward the stock. It remains mired in trading range and sits are barely 70% of book value. PSEC has long been accused of being a little more aggressive than its peers in valuing its assets. But even so, at these levels it...Read More