The CEO of Soros Fund Management has confirmed that the family office of billionaire founder George Soros owns cryptocurrency bitcoin, reports an article on CNBC. The fund is renowned for…
Author: Validea
Investors Should Look Harder At Expectations
An opinion piece in the Financial Times argues that investors should incorporate expectations into their investing decisions more rigorously. Studies have shown that price and value can converge quickly even…
Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
The 60-40 portfolio has been a solid long-term performer for investors. It has worked in bull markets. It has also held up well in deflationary shocks. But with expected returns…
The Stock Market Should Be Open At 3am
Startup trading platform 24 Exchange has filed for approval from the SEC to operate around the clock. It would be the first U.S. stock exchange to do so, and would…
Charlie Munger's Real Estate Bet Began With A Bible
When a neighborhood teenager showed up on Charlie Munger’s doorstep with a Hebrew Bible, he little thought the encounter would lead to an unlikely friendship—and an investment in California apartment…
Market Is Spooked By Rising Bond Yields
For the past 20 years, higher bond yields have been generally better for stocks. So why is the market suddenly spooked by rising yields? This question is posed by an…
What is Your Investment Edge?
From time to time we have guest posts on Validea’s Guru Investor blog from others who we admire, respect and are providing valuable insights to investors. Today’s post is from…
Soccer Is The Next Big Thing In Investing
The latest team of investors to hit the football pitch are hedge funds, credit vehicles, and private equity, details an article in Bloomberg. Alternative investment firms that are awash with…
European Value Managers Say They Can’t Find Anything To Buy
Intrinsic Value Investors European fund’s managers have decided to shutter the fund due to their inability to find suitable investments that would give them decent returns over the next decade,…
Titans Of Wall Street Warn Of Next Big Risks
What are three of the biggest stars on Wall Street worried about over the next 5 to 10 years? Bloomberg asked that question of Cathie Wood (founder, ARK Investment Management),…