Billionaire Ray Dalio recently said that the Fed’s response to strong economic data and increased fiscal spending could lead to an “economic slowdown.” This according to a CNBC article. Dalio,…
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Investors Spooked by the Market Tumble Should "Buy and Hold"
Highlighting the fact that future stock market movements are “unknowable” and that trying to predict them can be “dangerous,” a recent Wall Street Journal article quotes the legendary investor Peter…
Mauboussin Offers Insights on Active Management
A recent Forbes article offers comments and insights gathered in a recent interview with Michael Mauboussin, Director of Research at BlueMountain Capital Management (formerly Head of Global Financial Strategies at…
Ken Fisher on Bull Market Dips Versus True Bear Markets
In a recent USA Today article, famed investor Ken Fisher offered advice on how to discern between a bear market and a bull market “blip”: Referring to the market dip…
The 30-Year Downtrend in Interest Rates Could Be Over
A recent article in MarketWatch outlines comments by industry experts regarding the 10-year Treasury’s recent inching up above the 30-year downtrend line: Mark Arbeter, CMT, of Arbeter Investments LLC says…
Stocks Are Cheaper, But Not Much
While the sell-off earlier this month led to lower share prices, according to a recent article in The Wall Street Journal, “they are still far from cheap.” The article points…
The Meb Faber Show - John Reese: There Is No Strategy That Outperformed the Stock Market Every Single Year
We are usually not ones to practice nepotism, but this discussion with Meb Faber and our founder John Reese is a very good one. The podcast focuses on John’s quest…
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] The Misconceptions About Bubbles [2] Buying the Dip Works, Study Shows [3] Ray Dalio: Recent…
Buying the Dip Works, Study Shows
Analysis conducted by Schroders Plc shows that, after big single-day drops, 12-month S&P 500 returns have been mostly positive, according to a recent article in Bloomberg. The study reflects that,…
Are Risk-Parity Funds Responsible for Recent Market Selloff?
Risk-parity funds, intended to balance portfolios based on asset volatility, were partially blamed for the market’s recent price swings. This according to a recent article in The Wall Street Journal.…