With the S&P 500 index down 10% below its last high, the Nasdaq-100 index off almost 15% from its November peak, and the Russell 2000 Index of smaller companies down…
Author: Validea
Bernstein’s Playbook To Beat The Bubble
As the 10-year tech bubble continues to deflate, Richard Bernstein of the asset management firm Richard Bernstein Associates, has a simple solution for investors to cushion their portfolios. Bernstein sees…
An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab
The GameStop short squeeze in early 2021 was the talk of the investing world. It had all the parts of a great story. It had some investors making massive profits,…
Active Managers Celebrate Victory
95% of all Large Value funds outperformed the S&P 500 in January, and 68% of them beat the Russell 1000 Value index, reports an article in CityWireUSA, giving value managers…
Connecting With Small Investors Remains A Challenge
Last year, the meme-stock craze brought small investors pouring into the market, but companies are still struggling to connect with those smaller shareholders 12 months later, reports an article in…
ARK’s Rise & Fall: 4 Lessons
The biggest success story to come out of 2020 was the dizzying rise of Cathie Wood’s ARK Invest, but 2021 was a far different story, details an article in Barron’s.…
Inflation Is Here To Stay
Inflation isn’t transitory, posit two of the world’s biggest asset managers, and a safe refuge will be hard to find. This from an article in Bloomberg Opinion. In an interview…
Buffett Has The Last Laugh
Big tech companies have had a rough start to the year, but banks, energy firms and other value stocks have rallied—good news for Warren Buffett and Berkshire Hathaway, reports CNN.…
Look Past 2021 Market Winners
There are promising signs that investors are beginning to branch out from tech stocks and pandemic “winners” of 2021, Nick Train of Lindsell Train Investment Trust wrote in his monthly…
Lies, Damn Lies and Market Valuation
By Jack Forehand, CFA, CFP® (@practicalquant) — There has been a lot of talk in recent years about the market’s valuation. And much of that talk has been centered around how expensive it…