Due to a surprisingly high return of 27%, the California State Teachers’ Retirement System (CalSTRS) looks on track to hit full funding in 2041, according to an article in Chief…
Author: Validea
Validea’s Jack Forehand Interviewed on Resolve Riffs Podcast
Validea’s Jack Forehand joined the Resolve Riffs YouTube show and podcast on November 12th to discuss factor investing and our approach to building quantitative strategies. Topics covered in the discussion…
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have…
Steer Clear of U.S. Stocks & Bonds in 2022 Says Morgan Stanley Strategists
In 2022, look for better returns in Europe and Japan, and steer clear of U.S. stocks and bonds, advises Morgan Stanley’s strategy team, according to an article in Bloomberg. Fading…
U.S. Fund Hit With Closet Indexing Charge
American Century Investments has been hit with a closet indexing charge, details an article in Barron’s. The San Francisco-based law firm Schubert Jonckheer & Kolbe has filed a class action…
The Fed Knows Inflation Has Run Hot For A While
A 6.2% surge in consumer prices rattled everyone from economists to investors to policymakers in October, and while some of it can be attributed to supply chain bottlenecks, 1-1.5% of…
Lessons Learned Since 1999 “Dow 36,000” Prediction
When James Glassman and Kevin Hassett published their book “Dow 36,000” in 1999, they predicted the title number would be reached in 3 to 5 years—not the 22 years it…
Analyst Says Tesla Stock Is Overvalued by $1 Trillion
David Trainer, CEO of the independent investment-research firm New Constructs, recently wrote that Tesla stock is overvalued by roughly $1 trillion, reports Barron’s. Trainer, whose argument is based on math,…
Should You Invest With Experienced Managers?
Investors often wonder if they should trust their money to an experienced fund manager, or an upstart who might have a fresh approach. An article in The Wall Street Journal…
Berkshire Hathaway Class A Shares Soared 51% In A Day
Last month, Class A shares of Berkshire Hathaway soared 51% in after-hours trading, to a price of $661,504, reports Business Insider. The gains were short-lived and highlighted the illiquidity and…