Mark Mobius: Global Markets and Long-Term Thinking

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Speaking recently on The Rules of Investing podcast, legendary investor Mark Mobius shared his unfiltered views from decades of experience. In 1987, Mobius was recruited by Sir John Templeton to lead the Templeton Emerging Markets Group at Franklin Templeton Investments. Over more than three decades, he expanded the group’s assets … Read More

Steve Romick: “This Too Shall Pass” – A Veteran Investor’s Calm in Market Chaos

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Steve Romick doesn’t mince words. The veteran value investor from the FPA Crescent Fund offers a welcome dose of level-headed perspective — especially during chaotic times like these. “It’s only April,” Morningstar’s Leslie Norton noted, “but you’ve had an eventful year.” Fires in Los Angeles, whipsaw markets, and political uncertainty … Read More

Howard Marks: How to Take the Market’s Temperature

Johnny HopkinsInvestor PsychologyLeave a Comment

In his memo titled – Taking The Temperature, Howard Marks discusses the importance of “taking the temperature of the market” by observing patterns and cycles driven by investor psychology. Study market history to recognize that extreme optimism or pessimism often leads to corrections. Cycles stem from excesses, where strong movements are … Read More

As Markets Become More Passive, Volatility Amplifies, And Markets Become More Unstable

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https://www.youtube.com/watch?v=lTVE9ixrzgA?start=2264 During his recent interview with Tobias, Chris Cole of Artemis provides some great insights into the impact that passive investing has on market volatility and market instability, saying: Let’s imagine that we go out and I get incredibly drunk. I get crazy drunk, and I am a passive investor. … Read More