The following first appeared on Money & Markets. Last week, I wrote that the 60/40 portfolio is dead. So, it’s only fair to ask: If I believe that the bedrock of American retirement is toast … how do I invest my money? Before I jump into it, I have to throw out the usual caveats. Just...Read More
This piece originally appeared on Money & Markets. A lot of value investors came out of the woodwork to buy the dip in March and April following the coronavirus rout. One was conspicuously absent from the party: Berkshire Hathaway’s Warren Buffett. Buffett is a hero to generations of value investors. In fact, he’s one of my...Read More
The following first appeared on Money & Markets. Responding to rumors that he had taken ill and died while on a speaking tour in Europe, Mark Twain told The New York Times: “The reports of my death are greatly exaggerated.” Well, I don’t want to “greatly exaggerate,” but I think it’s fair to say that the...Read More
The following is an excerpt from The 10 Best Chinese Stocks You Can Buy. This a precarious time to be investing in China. But many Chinese stocks, particularly in the technology and service sectors, look attractive if you’re willing to deal with some volatility. Even before the coronavirus outbreak, which originated in Wuhan province, relations between...Read More
