The bull market, while old, is still very much alive
Beaten down by the specter of rising interest rates, a sluggish emerging-markets consumer, and currency headwinds, the U.S. consumer staples sector offers strong dividends, high-quality stocks, and an attractive relative valuation.
A look at the worldview and investment philosophy of one of the great investors of our time. Plus, five ETFs that we believe have many of the characteristics that Munger (and Buffett) look for.
Investors remained focused on moats and income in April, while plummeting gold prices raised interest in gold-focused ETFs.
As the market shrugged off new eurozone worries in March, investors remained focused on finding cheap, wide-moat stocks and income-producing investments.
International opportunities, income, and M&A activity were on investors' minds in September.
Investors continued their search for income in May, as the future of monetary policy came into sharp focus during the month.