A new study by Columbia Business School economists shows that the influence of news on financial markets is “often greater a year after the report than a month,” according to…
Category: All
For all our posts.
Hulbert on How to Boost Returns with Lower Risk
The founder of The Hulbert Financial Digest calls into question the idea that lower risk leads to lower returns, according to a recent MarketWatch article. “I know, I know” Hulbert…
Investors: Become "Unshakeable" With These Five Investing Commandments
By John P. Reese — Keep Calm and Carry On was a motivational poster produced by the British government in 1939 in preparation for World War II. The poster was intended to raise the morale of the British…
Paul Singer on the Threat of Passive Investing
The hedge fund manager and founder of Elliott Management Corp. argues that passive strategies don’t represent investing per se and that “index fund providers don’t have incentive to push companies…
There’s One Investing Edge Left – And Anyone Can Capitalize On It
By Jack M. Forehand — “In investing, what is comfortable is rarely profitable.” – Rob Arnott Wall Street has become an incredibly difficult place for anyone to get an edge.…
Buffett's Favorite Words
In March, data scientist Michael Toth conducted a sentiment analysis on Warren Buffett’s annual letter to Berkshire Hathaway shareholders (dated from 1977 to 2016) to identify the billionaire’s most commonly…
High-Yield Bond Prices' May Forecast Equity Price Movements
Stock market participants “seeking an informational edge should keep their eyes on junk-bond prices on the heels of earnings reports,” according to a recent Bloomberg article. In a paper from…
This Late Stage Economic Cycle Could Be Coming to an End
The current robust earnings season shows that investors are willing to pay for companies that are performing well but are also overlooking those where “growth is anything but stellar,” says…
Bull Market Can Be Bolstered by Retirement Account Inflow
According to a new book by an MIT economist argues that the efficient market hypothesis is “incomplete and inadequate” when it comes to valuations, says an article appearing last month…
Rotation Out of Bonds Might Be Coming
The probability that funds will flow into equities “at the possible expense of debt” is increasing, despite forecasts to the contrary. This according to Credit Suisse Group AG, reported in…