“Most people have a tough time sticking with active managers who underperform for a period of time. But of course, if you’re going to beat the market, you have to…
Author: Validea
How to Invest in a High-Debt, Low Yield World
While the word “debt” often carries a negative connotation, “it is important to remember that debt can be used in different ways. In fact, all debt, similar to dietary fat,…
Housel: Manager Communication with Investors is Key
“The most overlooked trait of investing success is communicating to your clients the softer and emotional side of investing,” writes Morgan Housel, partner at The Collaborative Fund and a former columnist at The…
October Low Could Signal Rally
Over the last 120 years, the Dow Jones Industrial Average has gained an average of 6.8% from its lowest October close through December 31st, writes Mark Hulbert in last week’s…
Benjamin Graham Inspired Picks
In his book The Intelligent Investor, the “Father of Value Investing” (and Warren Buffett’s mentor) drives home the importance of evaluating a business’s fundamentals before investing. In a recent article…
Not All Active Managers Created Equal
As investors continue to divert dollars from actively managed funds to lower-cost passively managed index funds, research conducted by two finance professors at Pace University has revealed an interesting finding,…
Dalio Talks to Central Bankers
Earlier this month, Bridgewater chairman Ray Dalio addressed attendees at the Federal Reserve’s Central Banking Seminar in New York City, and his remarks were posted on LinkedIn. Dalio offered his…
Zweig: Buy in a Market Bust like John Maynard Keynes
Anyone who has studied economics will be more than familiar with the name John Maynard Keynes. In last week’s Wall Street Journal, Jason Zweig reports that new research is offering…
Paltry Returns May Be Here to Stay
The low-return environment that currently exists for investors (notwithstanding the increased risk they are assuming) could be “on the menu for years to come,” says London-based Fixed Income Research Analyst…
Cyclicals in the Lead
As the quest for yield continues, investors are favoring stocks over bonds. However, over the past few months they have shown an increased appetite for stocks that are more sensitive…