Can we create a simple and clean equity portfolio by separating alpha from beta?
There are few times in life when you have the opportunity to witness a master at work… someone who is truly the best in the world at what they do. Whether it’s the world’s greatest chef, a champion athlete, a master pianist, or even the guy who holds the world record for being able to […]
MPs have engaged in angry exchanges over the government’s unlawful decision to suspend Parliament – but where do the rowdy scenes and angry exchanges in the Commons leave us? MPs have returned to work after the Supreme Court ruled that Prime Minister Boris Johnson’s decision to suspend Parliament for five weeks was unlawful. Boris Johnson […]
By Gene Munster Yesterday, the Wall Street Journal published a report detailing changes to Apple’s senior management over the last year. We view these changes as positive because they position Apple (AAPL) for a new type of growth around Services and frontier technology. Since the beginning of 2018, we have seen at least eight high-level changes. John Giannandrea […]
Stock Market Crashes For as long as there has been trade, there have been lulls and downturns in that trade. The stock market is no stranger to crashes – the global stock market sees a crash roughly once every 10 years, and there have been four historic market crashes in the past century. While many […]
This tiny nation on the north coast of South America is about to become the world’s newest petrostate—and potentially the richest. In 2015, Exxon Mobil Corp. made what one of its executives described as a “fairy tale” discovery in the vast Stabroek exploration block off the Guyanese coast. Since then, it’s found so much oil […]