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Search Results for: federal reserve

Big Banks Are Returning Billions—But What Do the Fundamentals Say?

July 1, 2025

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,…

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The Power of Dividend Growth Stocks: How Growing Payouts Can Drive Long-Term Wealth

June 3, 2025

…help preserve and enhance real income over time. 2. Signal of Financial Health Regular dividend increases often indicate stable earnings, strong free cash flow, and prudent financial management. 3. Total…

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Dividend Kings: The Case for Investing in Income & Resilience

May 23, 2025

…4.7% BKH BLACK HILLS CORP 57.56 14.7 4.6% FRT FEDERAL REALTY INVESTMENT TRUST 93.66 27.0 4.3% PEP PEPSICO INC 130.12 19.1 4.2% ADM ARCHER-DANIELS-MIDLAND CO 47.96 17.1 4.2% UBSI UNITED…

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The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing

April 14, 2025

…Federal Reserve as a lagging rather than leading indicator Why gold serves as an effective hedge against uncertainty Bernstein’s skeptical view on cryptocurrency and Bitcoin valuation The limitations of index…

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Tariffs vs. Resilient Economy : Jim Paulsen on Who Wins

April 10, 2025

In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent…

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Strategy of the Week: Martin Zweig Growth Investor Model

March 21, 2025

…19.9 39.3% 0.0% 66 -12.6% AGM FEDERAL AGRICULTURAL MORTGAGE CORP 92% $194.80 $2,049 11.9 16.6% 2.9% N/A 2.5% HLNE HAMILTON LANE INC 92% $150.57 $10,786 27.7 20.1% 1.3% N/A -6.7%…

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Practical Lessons from Bob Elliott

March 3, 2025

…can’t meaningfully decline while wage growth remains elevated without productivity improvements. The Fed’s Decision-Making Process Elliott provides insight into why the Federal Reserve appears “behind the curve,” explaining how its…

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Practical Lessons from Jim Paulsen

February 10, 2025

…and what this means for investors How the Federal Reserve’s approach to communication and policy has transformed Why traditional recession indicators failed in the recent cycle The conversation features numerous…

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Practical Lessons from Ed Yardeni

January 27, 2025

…curve inversions failed this time, and why focusing on labor market data proved more valuable. Yardeni’s perspective on the Federal Reserve’s evolution in handling financial crises offers crucial context for…

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Academic Research Summary: Does It Matter Why Factors Work?

November 2, 2024

A groundbreaking new study challenges conventional wisdom about how we look at investing factors. The paper, “Does Peer-Reviewed Research Help Predict Stock Returns”, written by Andrew Chen of the Federal…

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Recent Original Research
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...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
June 27, 2025
Ten Top Benjamin Graham Deep Value Stocks –...
Benjamin Graham pioneered the value investing discipline, creating systematic methods for finding undervalued securities that remain influential today. His most famous protégé, Warren Buffett, exemplifies the enduring power of Graham's teachings. Graham's strategy revolves around locating solid,...
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