While the dollar’s relationship with the economy as a whole is relatively “murky,” the relative performance of U.S. and foreign equities against the dollar is more distinct, writes Ritholtz Wealth…
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FPA Crescent is a Winning Active Fund
“There is no index fund—or other active fund, for that matter—that behaves like Crescent,” writes Morningstar’s John Rekenthaler. The article explains that Crescent’s asset allocation over time contributes to its…
Bridgewater's Ray Dalio Offers Advice to the Everyman Investor
Ray Dalio, chairman of the world’s biggest hedge fund (Bridgewater Associates), recently shared his “best advice for the common investor” with Business Insider’s Henry Blodget. According to Dalio, the article…
The Permanent Portfolio’s Choppy Growth History
In 1982, the late Harry Brown (investment adviser and Libertarian presidential candidate in 1996 and 2000) helped create a conservative mutual fund intended to shelter investors during downturns, with a…
Robo-Investing is Gearing Up
As money managers allocate more resources to quantitative model-building, they are also amping up robo-advising services for clients seeking low cost investment alternatives, writes Validea CEO John Reese in this…
Weakening Profit Growth Could Squeeze Margins
As encouraging strong first quarter profit figures come in, investors should keep in mind that earnings of global companies in the S&P don’t necessarily reflect trends in the American economy,…
Hulbert: Don't Believe These Old Market Adages
When investors follow popular stock market beliefs and seasonal patterns, the only people who make money are the brokers earnings trading fees from the subsequent buying and selling, writes Mark…
Environment Could Be Ripe for Small- and Mid-Cap Stocks
Even though their post-election surge has recently cooled, both small- and mid-cap equities remain well-poised in today’s market environment, according to two portfolio managers at Goldman Sachs in a recent…
Index over Active Management Still Requires Discipline
The inevitable periods of underperformance often suffered by active managers—coupled with their relatively high fees—make index investing a more attractive option for many investors. This according to a recent Globe…
Zweig: Emerging Markets Look Good, But Don’t Rush In
Funds are pouring into emerging market funds, with one-twelfth of total holdings having come in over the past 90 days, writes Jason Zweig of The Wall Street Journal. Presumably, he…