By Justin J. Carbonneau (@jjcarbonneau) — “I do not like debt and do not like to invest in companies that have too much debt, particularly long-term debt. With long-term debt,…
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The Age of FOMO Investing
The current market environment poses a “big psychological quandary,” according to a recent article in Bloomberg. Contrary to what many might think, it argues, long bull markets are not the easiest…
Market Resilience from Investing "House Money"
The market’s resilience over the past year might be due to an investor perception that they are “playing with house money,” according to a Barron’s article. The article explains that this…
The Tax Law Has U.S. Companies Making Big Plans
The tax bill will have a significant impact on corporate finances, reports a recent Wall Street Journal article, although the effects “can vary widely by company.” According to Natixis chief…
A Tale of Two Small-Cap Indexes
A recent article in Barron’s compares the performance of two small-cap indexes: the Russell 2000, the most commonly-used benchmark, and the lesser-known S&P SmallCap 600 index. According to the article,…
Three Things to Remember When Markets Decline
By Jack Forehand (@practicalquant) — “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” —…
Top-Ranking Hedge Funds
A recent article in Institutional Investor lists the top-earning hedge funds. The list is headed by Ray Dalio’s Bridgewater Associates, the world’s largest firm with $122 billion under management as…
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]U.S. Government Just Gave Investors Part of their “Super Stock” for Free (Sort Of)…
Burton Malkiel on How to Invest in an Overpriced Market
In a recent article for The Wall Street Journal, Burton Malkiel, author of the celebrated market tome A Random Walk Down Wall Street, wrote that “Investors have reason to worry.”…
Robert Shiller on the Pricey U.S. Market
Nobel Laureate and Yale professor Robert Shiller recently wrote for the Project Syndicate about the comparative levels of market valuation across countries and how, “right now, the United States is…