In an article in last month’s Barron’s, Tocqueville Management Fund chairman John Hathaway shares his firm’s belief that “the Fed’s view of economic activity is not rooted in reality and…
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Housel on How to Stay Rich
In a bull market, stocks become expensive and stretched valuations leave little margin for error, writes Morgan Housel earlier this year in an article for the Collaborative Fund. This increases…
Barry Ritholtz: Market Performance Isn't Due to President
In a recent Bloomberg article, the co-founder and chief investment officer of Ritholtz Wealth Management debunks the notion that the stock market’s record performance is tied to hopes around the…
Insights on Owning Gold
In a recently published article in Advisor Perspectives, Robert Heubscher interviews First Eagle Investment’s Thomas Kertsos to gather the research analyst’s insights around owning the precious metal. Here are some…
A Practical Approach to Quant Investing
By Jack M. Forehand — This is the first post in a new series we will feature on the Guru Investor that will take an in depth look at quantitative…
Morningstar Warns Against Overreacting to Fund Manager Changes
A recent study conducted by Morningstar that analyzed returns from actively managed stock and bond funds between 2003 and 2016 found “no relationship between any type of management change and…
Gross on Threats to Economy Going Forward
The quantitative easing that has occurred in the post-Lehman era has led to a situation, writes fund manager Bill Gross in a recent Barron’s article, where central bank balance sheets…
Investors Who Dare to Be Different Stand a Better Chance for Success
By John P. Reese In 2006, Oaktree Capital co-chairman Howard Marks wrote a memo titled Dare to Be Great in which he delivered a simple but provocative statement about investing:…
Bill Miller's Fund is Top Stock-Picker
The winner of the quarterly Wall Street Journal Winner’s Circle contest—which identifies the U.S. stock fund with at least $50 million in assets (and a record of more than three…
Leading Economist Says Stocks Can Continue to Climb
Although U.S. stock valuations are stretched, economist and leading authority on behavior finance Andrew Lo says this can continue for years due to growing demand for equities by retirement funds,”…