The Prudent Speculator's content is curated each week as a valuable resource for recent stock market news, investing tips and economic trends. To receive regular reports like this one, sign up here: Free Stock Picks - The Prudent Speculator. John joined AFAM Capital in 1987 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM. John has more than 30 years of investment management experience and serves as Editor of The Prudent Speculator, which has been a trusted newsletter for over 40 years. He chairs the Kovitz California Investment Committee, leading a team that performs comprehensive investment research and financial market analysis. John has been featured in Barronโs, The Wall Street Journal, and Forbes, and frequently contributes to CNBC, Bloomberg, and Fox Business News. John is a recognized industry contributor who regularly speaks at prominent industry seminars and events.
Managed Care Under Pressure, Opportunity Emerging
Managed care insurers are quietly grappling with their own set of challenges. Rising utilization, shifting Medicaid enrollment and evolving regulatory requirements...
Pharma In The Crosshairs: Policy Pressure Meets Pipeline Progress
The political spotlight has turned squarely on the pharmaceutical industry. On Aug. 13, President Trump sent letters to 17 of the worldโs largest drugmakers,...
Banking On Financials - 3 Undervalued Bank Stocks
The banking sector has hardly been on a smooth ride in recent years. Between rate volatility, regulatory uncertainty and heightened investor skepticism...
Tariff Shock And Reversal: Finding Value In Industrial Leaders
Tariff costs are real and can weigh on profits, but companies with strong competitive advantages usually find ways to adapt.
Calm Surface, Chaotic Undercurrent: Volatility Is An Investorโs Friend
Like a modern-day Rip Van Winkle, if you had gone to sleep on Jan. 1 and woken up on June 30, you might think the first half of 2025 was smooth sailing for investors.