Active Stock Picking Is Getting Harder

Economists have spent half a century building elegant models of how markets work, and the markets have spent half a century ignoring them. We investigate the great unsolved mysteries of investing.And in the Dumb Question of the Week: If nobody can explain why stocks beat bonds, w ...  Show more

Andy Burnham once said Britain had to “get beyond being in hock to the bond market”. That’s easier said than done when gilt yields are 5%, debt interest is running above £100bn a year, and the autumn Budget has no headroom left. Can the UK escape fiscal fatalism? And in the Dumb ...  Show more

Of course we all know that passive investing delivers superior returns. But what if everyone is investing passively? Is there a case for active investing then? Recent research has shown that the explosion in index funds has made equities slower to respond to news. And also, it ...

Don’t let the record highs fool you - the market still has weak spots. In this episode of Stocks in Translation, Zacks Investment Management senior client portfolio manager Brian Mulberry joins host Jared Blikre and Senior Reporter Allie Canal to help identify risks in today’s ma ...  Show more

After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Wil ...  Show more

Stocks sputtering into the close on Friday with major indexes unable to hold on to early gains. What the action means as we head into what could be a crucial week for the markets. Plus, four months ago Carter Worth said to sell Apple and Microsoft and Buy Alphabet and Amazon. ...