Many people tend to think of market crashes as an abrupt drop—with good reason, as there have been a few that were quick jolts, such as the S&P 500 34%…
Author: Validea
There’s Value In Value
Nearly every asset class has been bruised by this year’s market, with the speculative ones battered the worst, details an article in Forbes. With the S&P 500 down more than…
Wall Street’s Forecasts Need To Adjust
Wall Street has been scrambling to readjust its recession calls since the Fed raised rates last month, and now most models predict the probability of a recession within the next…
Value Investing, Compounding and Lifelong Learning with Gautam Baid
In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of compounding and the criteria…
Bridging The Gap Between Investor & Investment Returns
Sometimes a fund will show a great return, but the individual investor’s own return on their investment doesn’t match up. 10 years ago Carl Richards coined the term “behavior gap”…
Fisher: Time IN The Market Matters More Than Timing The Market
With the market in official bear territory, many investors are deeply worried about where the market will go in the near future as well as in the long-term. In a…
Revisiting Cash As A Hedge Against Inflation
Two years ago, John Rekenthaler posited that cash could be used as a hedge against inflation, citing 3 previous periods in the past (post-WWII, the mid-1960s, and the early 1970s)…
Small-Cap Stocks Have Been Crushed But Could Rebound Soon
Small-cap stocks have suffered more than their larger counterparts this year, with the small-cap Russell 2000 down 31.8% from its record highs last November compared to the S&P 500, which…
When Bonds Don’t Hedge Stocks
The traditional formula of investing mainly in stocks and hedging with Treasury bonds has finally failed in the face of the 2022 market, contends an article in Morningstar by John…
Tech Stocks Are Sinking Wood’s ARK ETFs
ARK Innovation ETF, the brainchild of Cathie Wood, drew in investors who believed the companies held in the fund would revolutionize the world, made Wood a Wall Street celebrity, and…