By Justin J. Carbonneau (@jjcarbonneau) — We run over 40 quantitative models at Validea. They run the gamut of investing styles. Any time we can find a model from a…
Day: April 17, 2018
Short-Seller John Hempton Taunts Ackman
An article in The Sydney Morning Herald offers a profile on Australian hedge fund manager and “fraud-hunting short seller” John Hempton, a self-described eccentric who, while known mostly for his…
Housel on the Strength of Compounding on a Small Base
In a recent article for the Collaborative Fund, Morgan Housel addresses the topic of compounding through several interesting anecdotes about ice ages and Warren Buffett, among others. A hundred years…
Summers Says Next Recession Could Be Longer Than Last One
Former Treasury Secretary Larry Summers believes that the next U.S. recession could “drag on longer than the last one that stretched 18 months.” This according to a recent article in…