Cambiar's Barish: Rising cost of capital will help value stocks

Cambiar's Barish: Rising cost of capital will...

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Long-short manager Lamensdorf says the market is overdue for a correction

Brad Lamensdorf, manager of the Ranger Equity Bear ETF and Alpha Alts — a new long-short hedge fund set to open soon — says he thinks the market is due for a bear market, and the indicators are starting to show signs of stress, setting it up to get knocked down. He worries the tr ...  Show more

Baird's Diederich: High yields give investors ballast amid A.I. revolution

Gabe Diederich, portfolio manager on the municipal income team at Baird, says that yields are back near the upper end of their recent ranges, "capturing the imagination of investors" searching for income at a time when the stock market is making them nervous. Diederich discusses ...  Show more

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