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So far Poplar Forest Research has created 45 blog entries.

Questions of Value — Do Expectations for Employment, Interest Rates, and the Stock Market Add Up?

2023-05-18T20:16:44+00:00

The stock market appears to be forecasting an upcoming economic environment that is meaningfully different than the signals being provided by the employment market and interest rates. Which expectations are correct? This paper discusses our thoughts on this disconnect and the types of companies we favor.

Questions of Value — Do Expectations for Employment, Interest Rates, and the Stock Market Add Up?2023-05-18T20:16:44+00:00

March 31, 2022 Quarterly Letter

2022-05-23T15:36:38+00:00

These days, the investment highway seems more treacherous than an L.A. freeway in a rainstorm. Defensive techniques aren’t just for driving. Value has become defensive again, just as it was in the aftermath of the late 1990s Tech Bubble.

March 31, 2022 Quarterly Letter2022-05-23T15:36:38+00:00
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