Peter Schiff, CEO of Euro Pacific Capital, maintained that “the Fed just doesn’t want to acknowledge that its monetary medicine didn’t work. The patient is sicker than ever. So, it…
Author: Validea
"Superforecasting" - When Making Predictions “How” You Think is More Important than “What” You Think
Jason Zweig of The Wall Street Journal discusses Philip Tetlock’s new book, “Superforecasting: The Art and Science of Prediction”. Zweig thinks the book “is the most important book on decision…
"Superforecasting" - When Making Predictions “How” You Think is More Important than “What” You Think
Jason Zweig of The Wall Street Journal discusses Philip Tetlock’s new book, “Superforecasting: The Art and Science of Prediction”. Zweig thinks the book “is the most important book on decision…
Quantitative Model Exploits Market Inefficiencies for Above-Benchmark Returns
Acadian Asset Management (part of OM Asset Management) identifies inefficiencies in the pricing of securities to guide its investment decisions. “Investors make certain systemic behavioral errors in the way they…
The Value of Investing in International Stocks
How much international equity exposure investors should have is an age-old question that is often debated. According to this article by Robert Stepleman, the data suggests that carefully investing in…
CIO of Harvard's $37.6 Billion Endowment Concerned About Market Froth
Stephen Blyth, the new CEO of the nonprofit Harvard Management Co. that manages Harvard’s endowment, recently voiced concerns over private equity valuations and future returns. In Harvard’s annual endowment letter, Blyth…
CIO of Harvard's $37.6 Billion Endowment Concerned About Market Froth
Stephen Blyth, the new CEO of the nonprofit Harvard Management Co. that manages Harvard’s endowment, recently voiced concerns over private equity valuations and future returns. In Harvard’s annual endowment letter, Blyth…
A Historical View of Bear Markets
Steven Goldberg, columnist for Kiplinger’s, offers some historical perspective on bear markets and suggests, “I think we’re due for a garden-variety bear market – if indeed we fall into a…
Goldman Sachs Cohen Still Betting on Blue Chips After Fed Decision
Abby Joseph Cohen, president of Goldman Sachs Group’s Global Markets Institute, says investors should not read the Fed decision to leave rates unchanged as a sign to pursue stocks paying…
Generating Alpha by Focusing on Active Fund Managers
Gary Miller, a manager with Frontier Asset Management, uses a complex statistical formula in an effort to identify the mix of “active managers” who outperform over time. “We come to…