In a wide-ranging interview with Barry Ritholtz on Bloomberg’s Masters In Business podcast, Charles Schwab’s Liz Ann Sonders offers her take on the bull market, and a look at her…
Author: Validea
Why Berkshire Is A Bargain
Whether or not they pay attention to the “barrage of folksy aphorisms” that will be offered at Berkshire Hathaway’s upcoming annual meeting, investors should pay attention to Berkshire’s stock, Michael…
Is Smart Beta Not As Smart As You Think?
So-called “smart beta” funds have been all the rage over the past year or so. But in a recent piece for Alpha Architect, Wesley Gray highlights some data showing that…
A Small-Cap Growth Approach That Quadruples The Market
In his latest column for Seeking Alpha, Validea CEO John Reese takes a look at a strategy that has been a consistent winner even though it focuses on an area…
Top Fund Manager Keen On Japan
Dan Chamby, one of the co-managers of BlackRock’s top-performing Global Allocation Fund, is betting big on Japan. (more…)
Tech Bubble Lessons For Today's Investors
After 15 years, the Nasdaq Composite Index recently eclipsed its March 2000 record high. But The Wall Street Journal’s Jason Zweig says that before they get too excited, investors would…
Dalio vs. Bernanke On Secular Stagnation
Former Federal Reserve Chairman Ben Bernanke may disagree, but hedge fund guru Ray Dalio says we’re in a period of secular stagnation. (more…)
Why Risk And Age Aren't As Tied As You Think
In the investing world, the standard thinking seems to be that the older you get, the less risk you should take on. But Charles Schwab’s Liz Ann Sonders says that’s…
Don't Get Tempted By Europe, Bond Guru Says
Top bond fund manager Bonnie Baha of DoubleLine Capital says that, with central banks around the globe distorting asset values, investors shouldn’t be tempted into taking on riskier bets in…
Ben Graham, Index Fund Fan?
Would Benjamin Graham, the man known as “the father of value investing” and a pioneer in security analysis, have liked plain, generic index funds? In a recent column, Jason Zweig,…