After several years of struggling to find acquisition targets, Berkshire Hathaway has used its growing pile of cash to become one of the world’s largest owners of U.S. Treasury bills.…
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Most Read Posts on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Hidden Secrets in Warren’s Buffett’s Annual Letter to Shareholders [2] Does High Testosterone Lead…
Does High Testosterone Lead to Low Investing Returns?
New research suggests that aggressive traits in professional investors may translate into lower returns, according to recent article in The Economist. A recent study analyzed over twenty years of data…
Market Insights from Howard "Jay" Bowen
A recent Barron’s article shares market insights gleaned from an interview with Harold “Jay” Bowen, who has overseen the Tampa Fire and Police Pension fund’s extraordinary performance since 2000. Here…
Does Private Equity Beat the Market?
A recent Wall Street Journal article addresses reader comments regarding the uptick in the cash balances held by private equity firms. Below are samples of reader questions and corresponding WSJ…
Inflation and Stock Price Increases Causing Worry
Earlier this month, inflation and interest rate concerns sent stocks into a “historic and nerve-rattling plunge,” but the market rallied shortly thereafter, leading some experts to say that stocks can…
Ritholtz on Hedge Fund Mediocrity
According to Bloomberg columnist Barry Ritholtz, hedge funds are selling public pension funds “an inflated estimate of expected returns,” adding that “it is a challenge to explain why so much…
Ritholtz on Market Trends
In a recent interview with NYU professor and research firm L2 founder Scott Galloway, Bloomberg columnist Barry Ritholtz shares insights about investing, current market trends and what may lie ahead.…
Dalio's $22 Billion Bet Against Europe
Billionaire fund manager and Bridgewater founder Ray Dalio is “leading his firm down a path few other funds care to tread,” that involves selling off European holdings to the tune…
Bond Quality Spread Suggests Economic Slowdown, One Expert Says
The difference between junk bond yields and the rate on quality-rated corporate debt suggests that default risks are rising—”an ominous signal for the stock market,” says the Lakshman Achuthan of…