What happens inside investors’ brains as bubbles form in asset markets? A new study from researchers at Caltech and Virginia Tech offers some insights into the answer to that question.…
Author: Validea
O'Shaughnessy: Data Says Stay Away From Glamour
Investors are continually attracted tho “glamour stocks” — those popular, flashy picks that are always being talked about. But quantitative investing guru James O’Shaughnessy says history shows those exciting stocks…
Fisher On The Small-Cap Myth
In his latest column, Kenneth Fisher looks back on some of the lessons he’s learned over his 30 years as a Forbes columnist. (more…)
Yardeni: Bull May Be In Final Phase
Top strategist Ed Yardeni thinks we may well have moved into the final phase of the bull market. (more…)
Paulsen: Diversify, But Don't Ditch Stocks
Wells Capital’s Jim Paulsen sees some short-term weakness ahead for stocks, leading him to recommend shifting some money from cyclical stocks into more defensive sectors. (more…)
Buy What You Know -- But Be Careful
“Buy what you know” — the great Peter Lynch said investors could succeed by taking that approach. But in a column for Seeking Alpha, Validea CEO John Reese says not…
Top Fund Manager On Emerging Market "Misnomers"
Justin Leverenz, whose developing market fund is one of the best performers in its class over the past five and ten years, says he thinks a number of inaccurate views…
Warren Pieces: Buffett On What Risk Really Means
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1993 Letter to Shareholders, Warren Buffett offered his thoughts on risk. Below is an excerpt…
The Return Of Bill Miller
Bill Miller, who beat the S&P 500 for a record 15 straight years before his portfolio was decimated in the financial crisis, has returned with a vengeance, with his fund…
Stiglitz: Rising Stocks A Symptom Of Weak Economy
Nobel Prize-winning Economist Joseph Stiglitz says the stock market’s continued rise is a sign of economic weakness, not a precursor to strong economic growth. (more…)