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Day: March 13, 2025

Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia
6 months ago
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia

In this episode of Excess Returns, host Matt Zeigler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman.…

Strategy of the Week: Ben Graham Value Investor Model
6 months ago
Strategy of the Week: Ben Graham Value Investor Model

Validea’s “Strategy of the Week” series spotlights one of our guru-based models, offering a deeper understanding of the strategy’s core criteria, why they matter, and a look at how the…

Recent Original Research
September 3, 2025
Ten Top Dividend Aristocrats Passing the Strategies of...
The S&P 500 Dividend Aristocrats comprise a select group of fewer than 70 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industry sectors. This remarkable track record of uninterrupted...
September 1, 2025
Ten Top Warren Buffett Stocks
Warren Buffett’s investment philosophy rests on a principle honed over decades: it is better to own outstanding businesses at fair prices than mediocre ones at deep discounts. He favors companies with durable competitive advantages—his well-known “economic moats”—that...
August 29, 2025
Ten Top Momentum Stocks Meeting the Tests of...
Momentum Investing: Capitalizing on Sustained Market Outperformance Momentum investing capitalizes on the tendency of top-performing stocks to continue their strong trajectory. Rather than simply chasing rising prices, this strategy systematically identifies securities that demonstrate consistent outperformance relative...
August 28, 2025
Small Caps Are Heating Up: Can the Motley...
Small-cap stocks are finally showing signs of life. After trailing large caps for much of the past decade, the Russell 2000 has returned nearly 25% since the market bottomed out in April, outpacing the S&P 500. Even...
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