Year: 2020

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Shares of Bed, Bath & Beyond plunged on Thursday, after the home goods retailer revealed an 8.3% sales decline in the third-quarter and abandoned its financial targets. Rival retailers Kohl’s and J.C. Penney also suffered in Thursday’s trade, with their individual holiday sales numbers similarly disappointing investors. …read more […]

While the market driven by short-term sentiment influenced by the accomodative interest rate environment in the US, increasing oil prices and deteriorating expectations towards the resolution of the trade war with China, many smart money investors kept their cautious approach regarding the current bull run in the third quarter and hedging or reducing many of […] …read more […]

Out of thousands of stocks that are currently traded on the market, it is difficult to identify those that will really generate strong returns. Hedge funds and institutional investors spend millions of dollars on analysts with MBAs and PhDs, who are industry experts and well connected to other industry and media insiders on top of that. Individual investors can piggyback […] …read more […]

It has been a fantastic year for equity investors as Donald Trump pressured Federal Reserve to reduce interest rates and finalized the first leg of a trade deal with China. If you were a passive index fund investor, you had seen gains of 31% in your equity portfolio in 2019. However, if you were an […] …read more […]

A Note From Marc Lichtenfeld: Today, Wealthy Retirement is excited to welcome Rob Morgan, our new Bond Strategist.
Rob is an accomplished bond fund and portfolio manager who comes to The Oxford Club from Lancaster County, Pennsylvania.
He’s also an experienced analyst, appearing in more than 700 television segments commenting on the economy and markets.
Rob will also be joining us in The Oxford Income Letter, where he’ll manage the Blue Chip Bond Portfolio, and in Oxford Bond Advantage.
Below, Rob will share how his background prepared him to take on everything from undersea nuclear reactors to a $3.5 billion portfolio. You’re in excellent …read more […]

It is already common knowledge that individual investors do not usually have the necessary resources and abilities to properly research an investment opportunity. As a result, most investors pick their illusory “winners” by making a superficial analysis and research that leads to poor performance on aggregate. Since stock returns aren’t usually symmetrically distributed and index […] …read more […]

Hedge funds are known to underperform the bull markets but that’s not because they are bad at investing. Truth be told, most hedge fund managers and other smaller players within this industry are very smart and skilled investors. Of course, they may also make wrong bets in some instances, but no one knows what the […] …read more […]

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2018’s fourth quarter was a rough one for investors and many hedge funds, which were naturally unable to overcome the big dip in the broad market, as the S&P 500 fell by about 4.8% during 2018 and average hedge fund losing about 1%. The Russell 2000, composed of smaller companies, performed even worse, trailing the […] …read more […]

We are still in an overall bull market and many stocks that smart money investors were piling into surged in 2019. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained more than 57% each. Hedge funds’ top 3 stock picks returned 45.7% last year and beat the S&P 500 […] …read more […]