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9 years ago
Turn of the Month Effect Persists with Stock Price Movements

The Wall Street Journal notes that the “turn of the month effect” continues. In 1988, economists showed that the Dow Jones Industrial Average tended to do better from the final…

9 years ago
Top Hedge Fund Uses Algos to Drive Performance

Pete Muller, who runs PDT Partners, is described by Forbes as “the latest, greatest member of a growing band of hedge fund [managers] that use complex math and computer-automated algorithmic…

9 years ago
An Ecosystem of Experts Who Advise Top Hedge Funds

Ari Bergman acts as a consultant to pensions, endowments, and hedge funds, often through under-the-radar arrangements. As the Wall Street Journal describes it, Bergmann “is part of a larger ecosystem…

9 years ago
Geopolitics and Economics: Niall Ferguson Calls for a Strong U.S. Role, Concerned about China

Niall Ferguson of Harvard spoke with Barron’s about the interface of geopolitics and economics in the U.S, and globally. He emphasizes the importance of political stability to economic prosperity, noting…

9 years ago
O'Shaughnessy: Timeframe Is Most Investors' Biggest Mistake

James O’Shaughnessy’s What Works on Wall Street is something of a bible for quantitative investors, and in a recent Investors Podcast, O’Shaughnessy talked about what his vast amount of research…

10 years ago
2015 Very Tough Year for Active Managers

Tom Lee of Fundstrat Global Advisors told CNBC last month that 2015 was “the worst year for active managers since 1999” because many underperformed their benchmark. He suggested that although…

10 years ago
Byron Wien 10 "Surprises" for 2016 – Clinton Takes Presidency & Markets End the Year Down

  Byron Wien of Blackstone provided his annual list of  “10 surprises” predicted for the new year, defining “surprise” as an event most see as having less than a 33%…

10 years ago
Malkiel Warns of Expensive Market and Lower Future Returns

Burton G. Malkiel, CIO of Weathfront and author of the best selling investment book, “A Random Walk Down Wall Street”, offers advice for investing in an expensive market in the…

10 years ago
Blending Growth and Value Type Strategies Could be Best

Investment firm Gerstein Fisher suggests that “blending Growth and Value [approaches to investment] even in a simple 50/50 split generally offers more stable returns than either a 100% Growth or…

10 years ago
Hayman Capital's Kyle Bass Predicts Oil Reversing from Surplus to Deficit in 2016

Kyle Bass, founder of Hayman Capital Management, predicts that current oversupply of oil will “go from a glut to a sudden deficit” in 2016. “If you’re going to allocate capital…

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Recent Original Research
July 6, 2025
Ten Top High Shareholder Yield Stocks – July...
Shareholder yield offers investors a complete picture of how companies create value for their shareholders relative to market capitalization through three key mechanisms. Companies can return cash directly via dividends paid from profits. They can buy back...
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
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