Dalbar, Inc. has been tracking the performance of individual investors for years, and the group’s president says that, with the stock market climbing higher and higher, investors who want to…
Author: Validea
Active or Passive? Try (Parts of) Both
Should you choose actively managed funds for your investments, or passively managed funds? It’s one of the investing world’s great debates. And in a new research paper, James O’Shaughnessy’s firm…
Lee: Financials Have "Really Good Valuation Story"
JPMorgan Chase Chief U.S. Equity Strategist Thomas Lee says that the long-maligned financial sector is a “very investable space”. Lee tells Bloomberg that the Federal Reserve’s stress tests on banks…
The Real Trick Behind Greenblatt's "Magic" Formula
Hedge fund guru Joel Greenblatt has produced remarkable returns over the long haul using what he calls his Magic Formula. But in his latest column for Forbes.com, Validea CEO John…
Buffett: Stocks Still Best Value
While stocks have recently hit all-time highs on some major indices, Warren Buffett says he’s still finding more value in equities than anywhere else. “Anything I bought at $80 I don’t…
Hedge Fund Guru: Revamp Entitlements, Or New Crisis Will Be Worse Than '08
The usually low-profile Stan Druckenmiller, who was one of the best hedge fund managers of the past few decades, is speaking out about entitlement programs, saying that runaway spending on…
Buffett On Uncertainty, Dividends, and More
In his 2012 letter to Berkshire Hathaway shareholders, Warren Buffett says it was a subpar year for his firm, but that hasn’t dampened his optimism on the future of both…
How -- And Where -- Chuck Akre Finds Value
Top fund manager Chuck Akre has been finding a lot of value in both the financial services industry and the discount retail industry, according to a Wall Street Journal piece…
The Piotroski-Based Model: How To Invest Like An Accountant
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 Joseph Piotroski-inspired strategy, which has averaged annual…
Investor vs. Speculator: Which Are You?
In today’s financial world, the line between investing and speculation are often blurred. What is the real distinction between the two? Jason Zweig endeavors to answer that on The Wall…