The continued grind of the bull market may not be justified, according to an article in this week’s Investment News. In fact, the article, written by Joe Smith, senior market strategist…
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The Realities of Pretend Investing
At the end of November, The New York Times ran an article by columnist and CFA Carl Richards that addresses how the tendency to invest based on emotion rather than…
Where Are the Women Fund Managers?
A Morningstar study published last year found that in the U.S. women run a measly 2% of the mutual fund industry’s assets, reports an article in last week’s Barron’s. The…
"Irrational Exuberance" Revisited
This past Monday marks the twenty-year anniversary of former Fed chairman Alan Greenspan’s famous speech in which he used the phrase in reference to then-stretched equity valuations. In last week’s…
U.S. Stocks Show Increased Global Footprint
The post-election market rally coupled with the strength of the U.S. dollar has increased the share of U.S. stocks as a percentage of the global economy, according to this week’s…
The Trump Rally, Market Timing and Picks
The post-election surge in stocks underscores the risk inherent in trying to time the market. In a recent article for TheStreet, Validea CEO John Reese discusses how investors, by “falling…
Big Data Doesn’t Automatically Mean Big Investment Returns
The quant craze in investing doesn’t come without its own set of challenges, says a recent Bloomberg article. As hedge funds delve headlong into the data world to hoist up…
Siegel Says Rally Has Legs
The stock market boost fueled by the Trump victory will probably continue through December, says Wharton professor Jeremy Siegel in a recent interview with CNBC. “When you have all the…
Sectors are Decoupling After Election
As the stock market rally continues to chug along in reaction to the Trump victory, sectors are shifting away from the lockstep movement that has been the norm over the…
Does the Market Trust Trump?
“Reading market movements—such as the steep rise in stock prices in the early post-election days as well as the subsequent ups and downs—requires a Rosetta stone,” writes Harvard economics professor…