Wharton finance professor Jeremy Siegel remains bullish notwithstanding others’ concerns regarding “the market’s potential reliance on Trump’s tax- and regulation-cutting agenda,” according to a recent CNBC interview. “What has driven…
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Common Ownership Among Investors Could Make Economy Less Competitive
Economists Jose Azar (University of Navarra IESE Business School) and Martin Schmalz (University of Michigan’s Ross Business School) have studied the idea that common ownership is “making companies and the…
Morgan Housel: Discomfort the Key to Investing Success
A key component of becoming a successful investor, writes Morgan Housel of the Collaborative Fund, is the “ability to be comfortable being uncomfortable.” Investors, he says, “have a fascination with no-brainers,…
Market Indicators Only Part of the Story, Plus Five Fundamentally Strong Stocks
By John P. Reese Among the myriad guidelines that the wise investor follows, diversification sits front and center: Don’t put all your eggs in one basket, either with respect to…
Buffett-Like Indicator Points to "Frothy" Markets
Deutsche Bank’s chief economist shared his view that the equity markets are “entering frothy territory” using an indicator similar to one used by Warren Buffett. This according to a recent…
Buffett and Berkshire Focusing More on Running Businesses than Stock-Picking
In his February letter to shareholders, Warren Buffett wrote that Berkshire Hathaway is seeing a “gradual shift from a company obtaining most of its gains from investment activities to one…
Where Have the Value Stocks Gone?
When Warren Buffett purchased his first shares of GEICO back in 1951, there were no funny commercials or talking lizard mascots to entice him. It was Buffett’s limitless curiosity about…
Underperforming Canadian Stocks with Solid Potential
As major benchmarks continue their “seemingly unstoppable march upward,” writes Validea CEO John Reese in a recent article for The Globe and Mail, “it’s hard for investors to avoid being…
Max Drawdown a Good Indicator of Fund Volatility
When evaluating an equity fund’s volatility, more attention should be paid to “max drawdown”—the maximum decline a fund has experienced from peak to trough over a given period—than to standard…
Politics Shouldn't Impact Investing Decisions
“In a period of otherwise extended market calm, ” says a New York Times article published in May, “geopolitics have been driving periodic bouts of volatility.” Citing such events as…