WSJ: What ‘Multiple Contraction’ Means for Investors

By SIMON CONSTABLE

If the economy starts to slow further, investors likely will start talking about “multiple contraction.” It is important to anyone invested in stocks.

Typically, the term refers to what is going on with the price/earnings multiple of stocks. The P/E tells investors how much they are paying for a stock in earnings per share. Read more here.

TheStreet: Why Best and Worst Mutual Funds Have More in Common Than You Think

By SIMON CONSTABLE 

What do the best and the worst performers have in common?

Not much, in most professions. But when it comes to managing mutual funds, the surprising answer is quite a lot. Read more here.

TheStreet: Obamacare Still Sickly, After All These Years

By SIMON CONSTABLE

Six years since it was signed into law, President Obama's signature healthcare program remains somewhat sickly.

The system, dubbed Obamacare for its chief proponent, continues to leave many young people uninsured and could actually be pushing the price of vital pharmaceuticals far higher than they would be otherwise, according to two recently published reports. Read more here.

WSJ: Barry Ritholtz in the Big Interview

By SIMON CONSTABLE

Blast from the past. Barry Ritholtz in the Big Interview.

 

WSJ: How A New Pope Is Chosen

By SIMON CONSTABLE

A blast from the past...How a Pope is chosen.

U.S. News: Why It Pays to Be Careful When Rebalancing a Portfolio

By SIMON CONSTABLE

With Britain moving to leave the European Union, effects of the tumult are sure to show up in your investments, at least for a while.

So should you rebalance your portfolio immediately to take advantage of opportunities? Read more here.

Forbes Video: Is Brexit Really So Bad For European Stocks?

By Simon Constable 

The immediate aftermath of Britain’s vote to leave the EU was severe, especially for the British pound which plunged to its lowest level in decades. The news wasn’t all that beneficial for stocks either, at least initially.

But we all know that markets fluctuate over time. They go up and they go down. Over the long term a lot depends on the underlying economics in a country. Better economies tend to have better performing stock markets.

In Britain the jury is still out with some saying that Britain will suffer outside of the EU, while others, like me, see massive opportunities.

Earlier this week I spoke with Edward Dempsey, chief investment officer at Pension Partners, about his thoughts on where things end up. You can hear what he says in this video.