Why Asset Price Growth is Not Inflation
A lot of people think soaring stock prices are inflation. In fact, stocks can soar without any inflation at all–and asset price gains aren’t inflation. Zolio explains why.
Another Abandonment of Value Investing
A recent memo from hedge fund billionaire manager Howard Marks makes a strong argument against the conventional practice of value investing–but he doesn’t fully abandon the practice either. Let’s take a look at his argument to see how and why hedge funds are changing the way they think about stocks.
Inflation Expectations and Markets
Are inflation fears causing tech stocks to fall alongside U.S. Treasuries? Is this normal? And why is gold down? Zolio takes a look at possible ways new inflation fears are changing the way assets relate to one another.
Retail Investing Dethrones Passive Funds
The big story of the 2010s was the rise of the low-cost index fund. So far, it looks like 2020s might be the decade of active trading. Why is this happening? Zolio explains.
Technical Analysis: The Complexities and Controversies
Technical analysis is popular with some traders. But does it work? Zolio digs deep.
Private Equity versus Public Assets: How Analysts Change Their Approach
Private equity is nothing like the world of investing in publicly traded companies, and analysts who have worked in stocks or bonds often are ill equipped for the world of private equity. But with PE growing and showing better and better returns, what skills does an analyst need to win in PE investing?