Some of the investing "heavyweights" have been debating whether or not value investing is dead. I compile some of what's being discussed and can't help but wonder if this is an example of life imitating art.
For this post, I’d like to offer a few “Disintegrated Thoughts” on some things I’ve been thinking about in the investment markets. These include: The ECB and volatility deleveraging, Business building and ignoring valuations, Sticking up for “speculation” and Notes from the judo mat.
Central bankers catch a lot of flak these days. However, there are two dominant trends in the market place – increasing allocations towards passive and private market investment strategies – where this ire might be misplaced. What if these developments were merely part of the natural evolution of investment markets?