Is it possible to rewire your brain so you think more like Warren Buffett? In a recent Wall Street Journal column, Jason Zweig takes a look at one successful fund…
Author: Validea
Romick: "We're In The Business Of Looking For Bad News"
Morningstar Fund Manager Of The Year Steven Romick isn’t finding a lot of bargains in the markets right now, but in a recent WealthTrack interview he did discuss some areas…
How To Play The Not-So-Great Rotation"
While many investors have been waiting for a “Great Rotation” from bonds to stocks to occur, 2014 has instead brought the “Not-So-Great-Rotation”‘, Validea CEO John Reese writes in his latest…
Blending Growth And Value With The O'Shaughnessy Approach
Every other issue of the Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has averaged…
Be A Macro "Climatologist", Not A "Meteorologist"
Since the financial crisis and Great Recession, many investors have been basing their decisions on macroeconomic factors, something that most value investors might frown upon. But Vitaliy Katsenelson says that…
Like Peter Lynch Said, You Gotta Believe
In his latest column for Forbes.com, Validea CEO John Reese invokes mutual fund legend Peter Lynch in discussing the importance of staying disciplined when the market gets rough. (more…)
Akre On Finding "Compounding Machines"
Chuck Akre’s focused fund has been an excellent long term performer, and he recently talked with WealthTrack’s Consuelo Mack about how he targets “compounding machines” — companies that generate high…
AQR Takes On "Momentum Myths"
Momentum stocks have taken a hit recently, but those who say that indicates momentum investing is not a profitable long term approach are dead wrong, say the authors of a…
How To Profit From The Behavioral Biases Of Others
Top fund manager John W. Rogers Jr. says investors often fall prey to behavioral biases, and good value investors can benefit from that. (more…)
Gross: Bubbles? No. Lower Returns Ahead? Yes.
PIMCO bond guru Bill Gross says the Federal Reserve is confronted with a big challenge in trying to determine a “neutral” interest rate that will accomplish all its goals —…