At Berkshire Hathaway’s annual meet last Saturday, CEO octogenarian Warren Buffett assured shareholders that they’ll be fine if he were to pass on, according to this week’s Bloomberg. “If I…
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Value Indexing: Don’t Chase Performance
In a recent interview conducted by Alex Bryan of Morningstar, Research Affiliates’ John West, head of client strategies, discussed a different approach to value investing in which holdings are weighted…
Buffett Has Sold Large Portion of IBM Stock
Prior to the Berkshire Hathaway annual meeting held on Saturday, Warren Buffett disclosed that he sold about a third of his 81 million shares in IBM during the first half…
Secrets from the Richest Man in History
At the time of his death in 1525, German banker Jacob Fugger was worth $400 billion, which represented a whopping 2% of Europe’s GDP at the time. This according to…
Nasdaq 6000 Surge Attributable to Five Stocks
Of the Nasdaq’s run-up above 6000, 40% is attributable to only five stocks: Apple Inc., Facebook, Amazon.com Inc. and Alphabet (parent of Microsoft and Google)— which comprise only 10.3% of…
The Math of Stock Picking Works Against Active Managers
The concentration of gains in a minority of index fund holdings—a statistical concept called positive skew—makes it extremely difficult for active managers to beat benchmarks, according to a recent Bloomberg article. Research…
Best Earnings Season Since 2011
As of last week, the majority of companies that reported earnings have beaten estimates, making this earnings season one of the best since 2011. This according to an article in…
Jeremy Grantham on the Next Big Investment Drivers
In a recent interview with Wealth Management.com, the founder of management firm GMO shared his insights on how the market has changed and where opportunities are going forward. Between 1935…
How to Avoid Being "Skewed" in the Stock Market
A small number of stocks deliver the majority of stock market gains according to a phenomenon called “skewness,” writes Validea CEO John Reese in a recent issue of The Globe and…
Hulbert Says War Doesn't Scare the Stock Market
While the stock market doesn’t like war, the uncertainty that precedes a foreign military operation is typically resolved soon after any U.S.-led hostilities begin, and the market responds very positively.…