Keeping some cash on hand might be a good idea if you’re going to need it soon, say many financial experts, but it could be a bad strategy for long-term…
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The Invasion of Artificial Intelligence
“If computing power and data generation keep growing at the current rate,” says Luke Ellis of UK based Man Group Plc, “then machine learning could be involved in 99 percent…
Overseas Investors Buying U.S. Stocks Again
After four straight years of pulling money out, foreign investors have invested $66.4 billion into the U.S. stock market through September, the “biggest buying spree since 2012,” according to a…
Longtime Bull Jeremy Siegel Predicts a Milestone
In a recent CNBC interview, Wharton finance professor Jeremy Siegel–who predicted the Dow’s rise to 24,000—said he thinks the index will hit 25,000 adding that the milestone will be spurred…
Chiron Capital Called "A Fund for All Seasons"
A recent article in Barron’s profiles the investment philosophy of Ryan Caldwell, lead manager of Chiron Capital Allocation fund, a world allocation fund (launched in 2015) that has the flexibility…
Luck or Skill? Focus on the Process, not Performance.
By John Reese (@guruinvestor) — Is it better to be lucky or smart? When it comes to investing, I think we can all agree that success arises from a combination…
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] Focus on Fundamentals Rather than “Expert” Forecasts [2] The Dangers of Data [3] Goldman Sachs: High…
The Buyback Binge is Ending
The market is seeing an end to the era of share buybacks to “one where capital spending matters,” according to a recent article in Barron’s. Companies in the S&P 500,…
Goldman Sachs: High Valuations Mean Pain is Coming
The current environment in which stocks, bonds and credit have been expensive at the same time—a situation last seen in the 1920’s and 1950’s–will eventually bring “pain for investors,” according…
Undervalued Value Stocks Could Rebound
This year has seen the largest divergence between the valuations of growth and value stocks since the dot-com bubble, according to a recent article in The Wall Street Journal. This,…