Rob Arnott puts a smart-beta bet on value over ‘quality’ stocks
Plus: Debt-fueled oil boom goes bust, anticipating Buffett's annual letter, and save some bank with these handy apps
- Rob Arnott says the smart move right now is toward value and away from “quality” stocks. The smart-beta proponent says quality stocks have become far too expensive. Smart beta has become so popular, it’s now dangerous.
- Bracing for the looming wave of oil defaults. Two new victims are on the chopping block. When the debt-fueled boom goes bust.
- As shareholders patiently await Warren Buffett’s annual letter, the biggest question is whether there will be any answer for why performance has been lagging. The Berkshire Class A shares fell 12.5% last year, while the S&P 500 gained 1.4%.
- Who doesn’t like saving money? And who doesn’t like playing on their phone? Here’s a way to do both at the same time. Indispensable tools.
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