BBAE Blog

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Image representing blog post Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance
Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance

Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance Is a rough decade really coming for US stocks?  I wrote a piece last week…

Image representing blog post The Worst Idea in Modern Finance
The Worst Idea in Modern Finance

The NYSE’s plan to offer 22-hour trading via its all-electronic Arca exchange is a step backward, not forward, for the role of finance in American society.

Image representing blog post This Is How to Invest | Wes Gray of Alpha Architect
This Is How to Invest | Wes Gray of Alpha Architect

Wes Gray of Alpha Architect shares investing suggestions, factor analysis, diversification thoughts, and his movie-worthy background.

Image representing blog post News Roundup: Small Caps Doing Well, Insiders Sell, Debt, S&P 500 Equal Weight, Robinhood Clients are Bad Investors
News Roundup: Small Caps Doing Well, Insiders Sell, Debt, S&P 500 Equal Weight, Robinhood Clients are Bad Investors

US small caps suddenly massively outperform, while corporate insiders ramp up selling; Americans are back to credit card debt.

Image representing blog post US Stocks: Goldman’s Grim Forecast
US Stocks: Goldman’s Grim Forecast

Goldman Sachs predicts US stock market returns of 3% per year for the next decade. How much stock should investors put in this prediction?

Image representing blog post News Roundup: US Stocks en Fuego, Best & Worst Stocks, High PE Revenge, China’s Anticlimactic Stimulus
News Roundup: US Stocks en Fuego, Best & Worst Stocks, High PE Revenge, China’s Anticlimactic Stimulus

US stocks hit record highs, lessons from the best and worst stocks, high P/E stocks did well – but just this once? Plus, China’s stimulus challenge.

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