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Barron’s? Any take-aways?

edited March 2023 in Other Investing
- Ben Levisohn wrote the “Up & Down Wall Street” lead column this week and certainly sounds bearish. Takes a “not too nice” dig at J. Powell and the latest .25% rate hike.

- Lewis Braham has an interesting article on the importance of fund managers having “skin in the game.” Says several studies have demonstrated that funds with larger manager investment perform better than peers that lack substantial manager investment. Article looks at several specific funds in which the managers have a large stake. Quotes several managers. The SEC requires managers to disclose personal investment amounts in their own funds once a year. Using those figures, Lewis mentions several having anywhere from 50,000-100,000 to over a million dollars invested in their own funds.

- There’s an article discussing big retailers as an investment. Very positive on Costco, Walmart snd others. I’m still too rattled from having watched K-Mart go from a small “Five & Dime” operation to a highly valued retail juggernaut and than eventually to a heap of ashes - all in my lifetime - to want to play with any big retailers.

- There’s some positive commentary on gold in other section(s). Nothing too profound. A bit late to the party. Elsewhere I read that James Stack on Friday reduced the target allocation to financials in his model portfolio. Like the Barron’s gold column - also a bit late. (In fairness - Barron’s has been positive on gold / precious metals for some time - at least back as far as January.) Away from home so haven’t spent the time I should have reading Barron’s. Hope to get caught up in coming week. Are any of the contributors bullish? Please say yes.:)

(Edited / corrected post after some additional reading & re-reading))

Comments

  • Yes, good stuff this week I thought. Enjoyed Lewis's article. I agree with the bearish take on “Up & Down Wall Street”. If not bearish, then added volatility through the rest of the year. The consequences of the FEDs rapid rate hikes are going to cause big problems with regional banks and the home buying industry. What ever happened to "soft landing".
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