In a recent Forbes article, Validea CEO John Reese shared a list of core investing concepts outlined in an essay for the CFA institute by Vanguard founder Jack Bogle, and…
Category: All
For all our posts.
Investors May Be Overconfident
Investors are expressing concern about the level of debt companies are carrying rather than focusing only on growth, according to a recent Bloomberg article. The junk bond market, however, doesn’t share…
Gundlach: Washington Establishment Trying to Stall Trump Agenda
DoubleLine Capital’s Jeffrey Gundlach thinks Washington is trying to get in the way of President Trump’s agenda by “running out the clock on his administration.” This according to a recent…
Finding a Hidden Gem is Harder Than You Think
Since its 1990’s beginnings as an online bookseller, Amazon has grown into a behemoth that has “irreversibly changed the way consumers shop for everyday goods and read and watch media…
Keys to Success from Bogle, Buffett and Others
In a recent Forbes article, Validea CEO John Reese shared seven keys to investing success from such legends as Warren Buffett, Joel Greenblatt, Jack Bogle and Peter Lynch. Here are…
Bulls and Bears Both Gaining Ground
The continued climb in global stocks this year is being accompanied by rallies in safe-haven assets such as gold and bonds, according to a recent Bloomberg article. “There are plenty…
Investor Complacency Doesn't Mean Clear Skies in Market
The market has seen low volatility and years without a major correction, writes Ben Carlson of Ritholtz Wealth Management in a recent Bloomberg article, but this doesn’t necessarily mean investors…
Investor Returns Hurt by Attempts to Time the Market
The average investor has lagged behind the average fund for the past 10 years, writes Russel Kinnel, Director of Mutual Fund Research at Morningstar. The reason, he says, is that…
Validea Hot List Newsletter: Spotlight on Guru John Neff
In our most recent Validea Hot List newsletter, we highlight the investment philosophy of John Neff, who managed the Vanguard Windsor Fund from 1964 to 1995 (during which time the…
Guru Feedback from Barron's Mid-Year Roundtable
Most participants in this year’s Barron’s Roundtable think “the markets will soon get more interesting, and not in a pleasant way,” according to the publication’s recent summary, which includes excerpts…