Mark Mobius, long considered an emerging markets guru, will retire from Templeton investments at the end of this month, according to a recent article in The Wall Street Journal. Mobius…
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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]The Case for Value Stocks [2] Jeremy Grantham Says Market Has More Upside [3] Hedge Fund…
How Investors Can Survive a Market Bubble
While stocks are not in bubble territory, according to a recent article in The Wall Street Journal, “there are increasing signs of euphoria, and it is plausible that a true…
Morningstar Survey Results for Long-Term Stock and Bond Returns
A recent Morningstar article outlined the intermediate-term (10-year) market return assumptions of a group of industry leaders that responded to a recent survey: John Bogle, founder of Vanguard: 4% stock…
Rob Arnott Steers Clear of FAANG Stocks
A recent Forbes article offers a recap of an interview with Research Affiliates’ founder and CEO Rob Arnott, including his insights regarding the market and “smart beta” investing. Here are…
Investors Betting on Record Stock Market Run
In two months, the stock market’s recovery from the financial crisis will reach nine years, according to a recent CNBC article. “To be aggressively optimistic on this stock market now…
The Case for Value Stocks
By Jack Forehand, CFA (@practicalquant) — Value stocks have lost their mojo. After an extended period from 2000 to 2007 where they outperformed growth stocks by a wide margin, they…
The Stock Market Party Must Eventually End
The market’s continued gains may “not be such good news for investors,” according to a recent article in The New York Times. The article offers insights of market historian and…
Small-Cap Ratings Often Fall Short
The correlation between analyst ratings of small-cap stocks and the subsequent returns of those stocks showed no statistical significance, according to analysis conducted by Barron’s. “In most cases,” the article…
Hedge Fund Titan Ray Dalio Says American Debt Likely to be a Drag on Growth
Although Bridgewater Associates founder Ray Dalio doesn’t see a market crisis in the near term, he believes that Americans have accumulated more debt than their assets and income can support.…