The era of traditional value investing is undergoing a sea change, a good time to look ahead to how the next generation of investors are managing their money. This according…
Author: Validea
Sizing the Upswing in Buybacks and Dividends
Corporations’ pandemic response of cutting costs and increasing liquidity has left them with hefty cash balances, and a recent CFA Institutearticle outlines ways to determine if corporate cash “givebacks” are…
Mario Gabelli is Optimistic About the Economy
In a recent interview with CNBC, Gabelli Asset Management Company founder Mario Gabelli shares his outlook on the markets and economy. Here are highlights from Gabelli’s comments: “In terms of…
Kaissar: The Empire Trap and How Amazon and Other Tech Giants Buck It
A recent article by Bloomberg columnist Nir Kaissar argues that how corporate money is spent can have a big impact on the outcome for shareholders, and that it may come…
Investment Styles and Personality Type
A recent Morningstar article outlines findings from a study by professors at Finland’s University of Oulu that focuses on how personality impacts investment style. The article reports that due to…
Quantitative Asset Allocation Approaches That Go Beyond Stocks and Bonds
By Jack Forehand, CFA, CFP® (@practicalquant) — Inflation is coming! Or at least that is what everyone seems to think these days. We have had benign inflation in the US for a…
A ‘Red Flag:’ The S&P 500 Inflation-Adjusted Yield is Below Zero
The dividend and earnings yield of the S&P 500 is at a record low—even though it still beats that of Treasuries—and is raising some concern. This according to a recent…
A Repeat of the Roaring ‘20s Stock Market? Don’t Count on It
While there are some striking similarities between the market landscape of 140 years ago and today, the decade ahead is “not likely to include a replay of the raging 1920s…
A Deep Dive into Factor Investing and the Future Potential of China with Rayliant's Jason Hsu
We have had many experts in factor investing on the podcast. We have even had some who have published research in academic journals. But we haven’t had anyone who has…
Stimulus Activities, Consequences, and a Shift to ‘Value Investing’
A recent article in Investing.com outlines some of the consequences of the governments’ economic stimulus activities. Here is a summary of the article’s main points: “One consequence of spending too…