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Search resuls for: "James Mackintosh"


25 mentions found


☆ ETFs Make Bitcoin’s Problems Even Worse
  + stars: | 2024-01-16 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
The new bitcoin ETFs reconnect bitcoin both to Wall Street’s old financial infrastructure and to the dollar. Photo: Stephanie Keith/Getty ImagesThe new wave of U.S. bitcoin ETFs risk being doubly bad for investors. As holders of bitcoin they undermine the very purpose, and so the long-term value, of a cryptocurrency. And as ETFs launched at a moment of popularity they might be repeating the mistake of many past thematic funds by buying at a peak.
Persons: Wall, Stephanie Keith
☆ Stocks Are Forever. That Doesn’t Mean Now Is the Time to Buy.
  + stars: | 2024-01-13 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
Some of the unusually rapid return to form for stocks is thanks to the economy’s quick recovery from Covid lockdowns. Photo: Joe Raedle/Getty ImagesIf you’re finding it hard to remember the pandemic, you’re in good company: Investors have already consigned the Covid chaos to history. Someone who put $1,000 in the S&P 500 in December 2019—when the first infections occurred in Wuhan, China—and reinvested dividends would have made 6.8% annualized after inflation and had $1,299 by the end of last year. That return is bang in line with the annualized return investors have received in the stock market since 1802.
Persons: lockdowns, Joe Raedle, — Organizations: Investors Locations: Wuhan, China
☆ Green Investors Were Crushed. Now It’s Time to Make Money.
  + stars: | 2023-12-05 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This year has been almost universally bad for clean investments., and the two worst performers still in the S&P 500 are solar companies. Photo: Drew Angerer/Getty ImagesInvest according to your political views, and you’re unlikely to make money. Companies that appeal to left-wingers or to right-wingers might be good or bad investments, but the fact of being, on current politics, clean and union-friendly for the left or oily and gun-friendly for the right is neither here nor there. What matters is their ability to make money and how highly they are valued. This has been rammed home for environmentally-minded investors in the past year, as a coordinated selloff in anything with green credentials crushed the idea of making money while doing good.
Persons: Drew Angerer Organizations: Invest, Companies
☆ Why It’s So Hard to Copy Charlie Munger’s Secret Sauce
  + stars: | 2023-12-01 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
Charlie Munger and Warren Buffett, with hand raised, in 2006. Munger persuaded Buffett to focus on buying ‘wonderful businesses at fair prices.’ Photo: David Silverman/Getty ImagesIf you want to invest like Charlie Munger , you’re late to the party. The investor’s genius in spotting what’s become known as the “quality factor”—buying good companies—made a ton of money for him and business partner Warren Buffett . Nearly 50 years on, it might not be such a great time to copy his strategy. For those who missed the late Munger’s brilliance, he’s the one who persuaded the billionaire Buffett to shift Berkshire Hathaway ’s focus from “cigar butt” value stocks—bad companies that no one else wants, and so are cheap—to buying “wonderful businesses at fair prices.”
Persons: Charlie Munger, Warren Buffett, Munger, Buffett, David Silverman, you’re, what’s, —, Berkshire Hathaway ’ Organizations: Berkshire
☆ Binance Guilty Plea Shows What Crypto’s Really About
  + stars: | 2023-11-22 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
Binance CEO Changpeng Zhao, in center as he leaves a Seattle courthouse, stepped down and pleaded guilty to violating U.S. anti-money-laundering requirements. Photo: M. Scott Brauer for The Wall Street JournalSo it turns out that of the two largest crypto exchanges, one was a fraud and the other was a money launderer. Whoever could have guessed? Skeptics of bitcoin and other cryptocurrencies have had their prejudices reinforced. The two main use cases—fraud and crime—have been exposed to the public in dramatic fashion, so now all we have to do is sit back and wait for the inevitable collapse in value.
Persons: Changpeng Zhao, Scott Brauer Organizations: The Wall Locations: Seattle
☆ What’s Behind the Market’s Wild Overreactions
  + stars: | 2023-11-17 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
The Wall Street cliché is that investors hate uncertainty. Their response recently has been to swing from being entirely certain about one thing to quite sure that the opposite is true, leading to violent moves in the markets based on thin evidence. This week’s inflation figures marked the denouement of yet another shift in the market narrative, and what on the face of it was a wild overreaction to some good inflation figures.
☆ The Trillion-Dollar Win Hiding in Your Mortgage
  + stars: | 2023-11-14 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
Homeowners are clinging to their homes now that 30-year mortgage rates have leapt to near 8%. Photo: Jamie Kelter Davis for The Wall Street JournalIt is time to look more favorably on your mortgage. Getting one’s head around the idea that money you owe to someone else is an asset is hard. And sure, you still owe the money. But apply the logic used in the market, and there’s been a transfer of well over $1 trillion in wealth from banks and bondholders to borrowers as rates have soared—a gain in wealth widely ignored by the beneficiaries.
Persons: Jamie Kelter Davis, there’s Organizations: The Wall
☆ Why the Fed Shouldn’t Get Credit for the Fall in Inflation
  + stars: | 2023-11-08 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
Does the Federal Reserve deserve credit for the decline in inflation? The economic evidence is clear: No, not a lot. On the face of it, inflation plummeted after the Fed, flat-footed at first, finally caught up by imposing a rapid series of rate increases. Dig into what actually happened, and there is no obvious link between the Fed action and the slowdown in inflation.
☆ In the Long Run, Investing Is All About the Economy*
  + stars: | 2023-11-03 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
Federal Reserve Chair Jerome Powell said Wednesday that the central bank will leave its benchmark interest rate unchanged. Photo: Kevin Lamarque/ReutersWednesday provided a perfect demonstration of the three most important issues facing markets: the economy, government spending and the Federal Reserve. Ten-year Treasury yields posted their third-biggest daily drop since March, when Silicon Valley Bank failed. Investors put equal weight on the three issues—knocking 0.05 percentage point off the yield after each of three events—as their worries eased about the pace of growth, the scale of government bond issuance and how long the Fed will keep rates high.
Persons: Jerome Powell, Kevin Lamarque Organizations: Reuters, Federal Reserve, Silicon Valley Bank
☆ What Makes This Market Correction So Confusing
  + stars: | 2023-10-31 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
It isn’t just rate-sensitive stocks that have fallen. The biggest tech stocks ought to have fallen more than the rest but haven’t. Photo: Bloomberg NewsA former editor of the Economist magazine explained the craft of journalism as “simplify, then exaggerate.” The stock-market correction offers plenty of opportunities to do exactly that, but none are satisfactory on their own. Since the S&P 500 peaked at the end of July, 10-year Treasury yields have jumped almost a full percentage point to 4.85%. Naturally, stocks have fallen—more than 10% from their recent highs, the standard definition of a “correction.”
Organizations: Bloomberg, Economist, Fed, Investors, Federal Reserve, Treasury
☆ There’s a Reason This Bull Market Feels So Weird
  + stars: | 2023-10-20 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
At the start of the past four bull markets, the rebound was led by banks and smaller companies. Photo: Mark Lennihan/Associated PressWe are now more than a year from the bear-market low of October 2022, and while the bull market isn’t exactly raging, stocks are still up more than 20%. The markets, though, aren’t behaving as they usually do at the start of long-lasting bull markets. In some respects, the past year looks more like the tail end of one than the beginning. This makes me worry it may not last.
Persons: Mark Lennihan
☆ The Fed Is Putting Too Much Faith in Markets
  + stars: | 2023-10-13 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/the-fed-is-putting-too-much-faith-in-markets-69a4f841
Persons: Dow Jones
☆ Why the Israel-Hamas War Matters for Investors
  + stars: | 2023-10-09 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/world/middle-east/why-the-israel-hamas-war-matters-for-investors-f2e6e203
Persons: Dow Jones, f2e6e203 Locations: israel
☆ Monetarism Is Back. It May Not Last.
  + stars: | 2023-10-06 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/monetarism-is-back-it-may-not-last-decae7bf
Persons: Dow Jones, decae7bf
☆ Japan Is the Most Exciting Market in the World
  + stars: | 2023-10-04 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/stocks/japan-is-the-most-exciting-market-in-the-world-181b5b80
Persons: Dow Jones Locations: japan
☆ Bond Yields Up, Stocks Down. But Something’s Missing.
  + stars: | 2023-09-30 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/stocks/bond-yields-up-stocks-down-but-somethings-missing-8c73f22b
Persons: Dow Jones
☆ When Rates Drop, They Usually Plunge. The Fed Thinks Different.
  + stars: | 2023-09-22 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/economy/central-banking/when-rates-drop-they-usually-plunge-the-fed-thinks-different-e71f1892
Persons: Dow Jones
☆ Rising Rates Make Big Companies Even Richer
  + stars: | 2023-09-15 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/economy/rising-rates-make-big-companies-even-richer-718eafce
Persons: Dow Jones
☆ The Problem With Economic Data Is Getting Worse
  + stars: | 2023-09-08 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/investing/economic-data-lead-markets-and-governments-astray-abd79102
Persons: Dow Jones
☆ Economic Data Lead Markets and Governments Astray
  + stars: | 2023-09-08 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/investing/economic-data-lead-markets-and-governments-astray-abd79102
Persons: Dow Jones
☆ Yes, There Is a Bull Case for Investing in China
  + stars: | 2023-09-05 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/stocks/yes-there-is-a-bull-case-for-investing-in-china-718e21d3
Persons: Dow Jones
☆ The Generational Paradigm Shift Taking Over Markets
  + stars: | 2023-09-01 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/investing/the-generational-paradigm-shift-taking-over-markets-e1e7d4e6
Persons: Dow Jones
☆ VinFast, Arm and Other Index Orphans Miss Out on Billions From Passive Investors
  + stars: | 2023-08-25 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/stocks/vinfast-arm-and-other-index-orphans-miss-out-on-billions-from-passive-investors-af58ecd5
Persons: Dow Jones, af58ecd5
☆ How Big Tech Broke Smaller-Company Investing
  + stars: | 2023-08-18 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/investing/how-big-tech-broke-smaller-company-investing-6de17836
Persons: Dow Jones
☆ James Mackintosh — Senior Markets Columnist at The Wall Street Journal
  + stars: | 2023-08-17 | by ( James Mackintosh | ) www.wsj.com   time to read: 1 min
James MackintoshJames Mackintosh joined the WSJ in 2016, after almost 20 years at the Financial Times, most recently as Investment Editor and writer of the Short View column. He is a graduate of St Catherine's College, Oxford, where he gained a first-class degree in Philosophy and Psychology. He spent two further years at the university in postgraduate study of philosophy before entering the real world. He has two cats and two children. He is @jmackin2 on Twitter.
Persons: James Mackintosh James Mackintosh Organizations: Financial Times, Investment, St Catherine's College , Oxford, Twitter
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