By Jack Forehand, CFA, CFP® (@practicalquant) — There are some areas of life where you can never have all the answers – no matter how much you know, how smart you are, or…
Author: Validea
The Case for Long-Term Value Investing with Jim Cullen
Value investing has been under fire in the past decade. Although value has performed much better since the COVID market bottom, it went through an extended period prior to that…
Six Things That Might Go Right
By Justin Carbonneau (@jjcarbonneau) — During bear markets, it’s easy to talk about all the things going wrong in the market, economy and the world. And in today’s current market…
Six Experts Help Us Understand Momentum Investing
Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a difficult time understanding why something should…
It’s Not So Simple To Abandon Stocks For Bonds
Bonds are finally a competitive alternative to stocks in a diversified portfolio, contends an article in The Wall Street Journal. However, with 10-year bonds down 13% alongside the S&P 500,…
Dalio Not Investing In Debt Assets
Billionaire hedge fund founder Ray Dalio isn’t investing in debt assets, according to an interview with the Italian newspaper La Repubblica that is cited in a Bloomberg article. Dalia also…
Are You Ruining Your Returns With Overconfidence?
Investors might be their own worst enemies by being overconfident, posits an article in Morningstar. A 2006 study by James Montier found that out of 300 money managers, 74% considered…
Why Certain Strategies Struggle As Value Stocks Soar
Value stocks have soared over growth stocks by 25% in the last year, but that doesn’t necessarily mean that all who applied a value investing strategy benefitted equally, contends an…
Bank of America Survey Shows Stagflation Fears
As optimism about the global economy’s growth has sunk to an all-time low, concerns over stagflation have skyrocketed to levels not seen since the 2008 financial crisis, says the monthly…
The Fed Needs To Do More Than Raise Rates
The Fed has failed to control the “inflation narrative” over the last year, and that failure has tarnished the central bank’s reputation for financial stability, opines an article by Mohamed…