As the stock market continues to climb and some investors think about pulling back, Laszlo Birinyi is “going in the opposite direction, placing more bullish trades on the S&P 500,”…
Author: Validea
Picking Stocks is Hard, But Picking Growth Might Be Harder
In a recent article for Bloomberg, columnist Nir Kaissar discusses the ongoing debate regarding the challenge of stock picking. He cites a study conducted by University of Arizona professor Hendrick…
Shift to Passive Investing May Not Influence Stocks Like Some Think
By Jack M. Forehand — The massive move investors have made to passive vehicles over the past few years has been truly astounding. With most active managers underperforming their benchmarks…
Value Investing Performance Varies Depending on Measure
If you gauge value investing by evaluating “a portfolio that buys cheap stocks based on price-to-book ratios,” it hasn’t done too well over the past decade, according to a recent…
Are You Prepared for a Stock Market Crash?
Wall Street Journal columnist Jason Zweig takes us back 30 years to Friday, October 1987 when the stock market fell “a record 108.35 points on unprecedented volume of nearly 339…
Richard Thaler's Influence on Investors
Richard Thaler, who was just awarded a Nobel Prize in Economics, “upended how people think about financial markets, helping found the field of behavioral finance,” according to an article in…
Rising Leveraged Debt a Worry
The number of leveraged loans (lending agreements with the most indebted companies in the U.S. and Europe) is high, according to The Wall Street Journal, a “development that investors worry…
Investors May View Bonds as the Lesser of Two Evils
Investors seem to be moving away from stocks and toward bonds, reversing a historic tendency to gravitate to the “hottest” asset, according to a recent article in The Wall Street…
Four Thaler-Inspired Takeaways Investors Can Learn From
By John P. Reese — It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it…
Zweig: Income Investors Shouldn't Get Desperate
Investors feverishly searching for yield in today’s market—”with stocks at record highs and the income on bonds not far from record lows”–are showing signs of desperation, according to columnist Jason…