Soroban Capital Partners is the latest in a “string of managers to return some client money as stock markets have rallied.” This according to a recent article in The Wall Street…
Author: Validea
Conventional Fund Manager Evaluation is Wrong
The conventional wisdom regarding evaluating the performance of an asset manager is wrong, according to a recent article in The Wall Street Journal. Typically, the article points out, investors focus…
Global Growth Accelerating: Reasons and Risks
In a recent WealthTrack interview with Consuelo Mack, Evercore founder and top-ranked economist Ed Hyman and First Eagle’s Matthew McClennan share insights regarding the current level of global economic growth…
U.S. Government Just Gave Investors Part of their "Super Stock" for Free (Sort Of)
By Justin J. Carbonneau (@jjcarbonneau) — Sometimes someone says something that hits you like a ton of bricks. Well, in early January Warren Buffett was on CNBC and one of…
Gundlach's Market Outlook
According to Jeffrey Gundlach, although the S&P 500 will post a negative return in 2018, there is no recession in the offing. This according to a recent Barron’s article highlighting…
Hedge Funds Waiting for the Next Bear Market
“No one is more eager for the next bear market than long-short hedge funds,” reports a recent Bloomberg article. These funds, the article explains, are not designed to keep up…
Most Read Posts on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1]The Effect of Quantitative Easing on Investment Cycles [2] Blending of the Best of Active…
Barron's 2018 Roundtable Outlook for Economy and Stocks
A recent article in Barron’s outlined commentary by members of the publication’s 2018 Roundtable regarding the economy and stock market. Members included DoubleLine’s Jeffrey Gundlach, Mario Gabelli, Abby Joseph Cohen…
The Effect of Quantitative Easing on Investment Cycles
By Jack Forehand (@practicalquant) — “Hindsight gives us the illusion that the world makes sense, even when it doesn’t make sense” — Daniel Kahneman This time is different. If there is…
Pimco Adviser Says Market's Lack of Fear is Scary
As many expect the current bull market to last longer, Pimco global economic adviser Joachim Fels recently told Bloomberg TV, “The fact that the fear is gone is the main…