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IDEAS WITH MERIT

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You, Your Financial Well-Being and the Federal Reserve Thumbnail

You, Your Financial Well-Being and the Federal Reserve

Beginning in December 2016, the U.S. Federal Reserve (the Fed) had been gradually ratcheting up the federal funds rate, until it reached its December 2018 level of 2.25–2.50%. Effective August 1, 2019, that changed: The Fed lowered the federal funds rate by a quarter point, to 2.20–2.25%. Even though the announcement was not a huge surprise, it was the first rate decrease since the thick of the 2008 Economic Crisis. As such, the move is receiving wide media coverage accompanied by the usual outpour of opinions on whether it will help or hurt us.

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Quarterly Report Letter – 2019 Q2 Thumbnail

Quarterly Report Letter – 2019 Q2

Amid tariff wars and temporary truces, Brexit bewilderment and historic Hong Kong rallies, the global thermometer isn’t the only gauge that may leave you and your investment temperament reeling between cooling chills and hot thrills this summer. Let’s take a refreshing journey back to May 2018, when the CFA Institute hosted its 71stAnnual Conference in (of all places) Hong Kong. It’s also where Nobel Laureate and behavioral economist Daniel Kahneman presented how to improve on decisions by tuning out the “noise.”

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The Viability of the Value Premium Part V: What Matters in the End Thumbnail

The Viability of the Value Premium Part V: What Matters in the End

I appreciate your following our five-part series on value investing. If you’ve made it this far, your journey is nearly complete. So far, we’ve offered a number of evidence-based reasons we remain confident that the value premium is far more likely slumbering than dead. Unfortunately, nobody can predict when it will awaken, or whether it will do so gradually or in a rush. We can’t even offer an iron-clad guarantee we’re correct.

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