Wharton Professor Jeremy Siegel says he thinks fair market value of the Dow Jones Industrial Average is about 20,000, meaning that the index is close to 10% undervalued right now.…
Buffett's Three Investing Tips For You (and LeBron)
Warren Buffett has been making the rounds since the release of his annual letter to Berkshire Hathaway shareholders, and in a recent interview with CNBC he offered three tips for…
Active Management: A Deeper Look at 2014
One widely reported theme of 2014 was the struggle of active fund managers, with the vast majority of S&P 500-benchmarked funds lagging the index over the year. But in a…
Klarman: Prepare Now For When Times Get Tough
While the market keeps rising, hedge fund guru Seth Klarman isn’t getting too comfortable. (more…)
A Ted Williams Approach To Value Investing
In his latest piece for Forbes.com, Validea CEO John Reese looks at how investors can learn from legendary Red Sox star Ted Williams. (more…)
Eveillard On Graham, Buffett, And Why Value Investing Isn't Just A Bottom-Up Approach Anymore
In a recent WealthTrack interview, legendary value investor Jean-Marie Eveillard talked about the difference between Benjamin Graham’s and Warren Buffett’s value philosophies, and explained where his own approach falls on…
Paulsen: Wall Of Worry Weakened
Wells Capital’s Jim Paulsen says he thinks the market might climb some more, but then come back down amid headwinds that include high valuations and interest rate increases. (more…)
To Beat Your Biases, Read Kahneman
While Nobel Prize-winning Economist Daniel Kahneman is not a believer in active management, his research is something investors and advisors should make themselves familiar with, Investment News says in a…
How To Keep Your Brain From Ruining Your Returns
In his latest column for Seeking Alpha, Validea CEO John Reese says that all investors — even Warren Buffett — are going to make mistakes and pick losing stocks. The…
Schwab, Sonders On The Shifting Market Story
For years, the US economy pushed ahead at a tepid pace, quantitative easing reigned, and US stocks lacked competition from other assets. But now that story is changing, says Charles…