Jeremy Grantham, co-founder of GMO LLC, one of Europe’s large value managers made the case last month that the final stage of the bull market could see a massive melt up. Grantham has studied all historical bubbles and is regarded as an expert in the
The tradition on Berman’s Call has been for me to use the last show of the year to forecast what I expect for 2018. Let me start off by saying, at the end of 2016 I was concerned about the risks building in the world
Gold yields nothing. It actually costs money to own gold; insurance, a safe deposit box, and perhaps a gun if you keep it at home. Gold equities yield about 1%, so not much better. Gold competes again bonds as a flight to safety. Like bonds,
Diane writes in and asks: Many of the BMO ETFs that Larry mentions on the show have low volume in comparison to most stocks. Is there a certain volume minimum in which we should be concerned about when purchasing these low-volume ETFs? Diane, Volume is
A few times per year, seasonal investing is very important to consider. This week historically marks a bottom potential for U.S. large caps (S&P 500). Of course, this year, the seasonal weakness that we typically see in Q3 did not materialize. There was about a
The final investor type that we are going to explore in my Fall 2017 Investor’s Guide to Thriving is the independent analyst. Independents are actively involved in the investment process and enjoy the research part of investing. They are good decision-makers and have no problem
My Fall 2017 Investor’s Guide to Thriving tour features “What’s Your Investor Personality?” – a fascinating talk about the behavioural science of successful (and not so successful) investing. I will lead the audience through an exercise to identify what type of investor they are of
My Fall 2017 Investor’s Guide to Thriving tour features “What’s Your Investor Personality?” – a fascinating talk about the behavioural science of successful (and not so successful) investing. I will lead the audience through an exercise to identify what type of investor they are of
My Fall 2017 Investor’s Guide to Thriving tour features “What’s Your Investor Personality?” – a fascinating talk about the behavioral science of successful (and not so successful) investing. I will lead the audience through an exercise to identify what type of investor they are of
You have probably heard from me and others that the US market is overvalued. You have also probably heard (from others) that since interest rates are so low, the market deserves a higher valuation. One of my favourite investment managers (GMO – Grantham, Mayo, &