Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Why Both Sides of the Active vs. Passive Debate Are Right [2] A Proven…
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Antitrust and the Tech Giants
There is a growing opinion that tech giants such as Alphabet and Facebook should be “broken up or regulated as Standard Oil and AT&T once were,” but antitrust regulators can’t…
Sweden is Worried About Dwindling Cash
Sweden is experiencing a huge decline in the use of cash, a situation that is starting to worry the country’s authorities. This according to a recent article in Bloomberg. “Sweden…
Berkshire Too Big to Beat the Market?
A recent Wall Street Journal article discusses the gradual decline in Berkshire Hathaway’s performance in recent decades, a trend that the company’s billionaire CEO Warren Buffett has predicted for years.…
Is There Good News in Rising Bond Yields?
The rise in bond yields since last month’s market correction could be good news for investors, but the challenge comes in identifying the point at which the trend could be…
Why Both Sides of the Active vs. Passive Debate Are Right
By Jack Forehand (@practicalquant) — It has become a common belief in the investing community that passive investing is superior to active management. And there is a large volume of data…
New Study Links Pregnancy Rates to Recession
A new report published by the National Bureau of Economic Research (NBER) reports that “a falling conception rate in the U.S. has consistently preceded the economic downturns of the last…
Housel Lists Factors That Can Kill Competitive Advantage
More than 40% of all public companies go on to lose effectively all their value,” writes Morgan Housel in a recent article for the Collaborative Fund. Housel uses the example…
Are Cash Holdings by Fund Managers a Harbinger of Doom?
“When you look at valuations today, to go back to a normal valuation the market would have to fall by more than half,” says fund manager Stephen Yacktman, whose $8.5…
Warren Buffett is the Best Stock Picker
A recent article by Bloomberg columnist Nir Kaissar highlights the investing gifts of billionaire CEO Warren Buffett—who recently released his annual letter to Berkshire Hathaway shareholders. Kaissar underscores how Buffett…