Morningstar data shows that, in February, actively managed mutual funds posted their first month of positive net inflows since April 2015, according to an article in The Wall Street Journal.…
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Shiller Says Market Valuations Warrant Caution
Nobel Laureate Robert Shiller writes in a recent New York Times article that “today’s CAPE is sending a troubling message,” noting that the market valuation ratio he developed (which now…
Dalbar: Average Investor Underperformance Reflects Emotional Investing
The annual study published by financial research firm Dalbar reports that the average investor in U.S. stock mutual funds earned 7.3% last year versus the S&P 500’s 12% return. This…
Book Value - A Buffett Favorite, But Far From Perfect
Article Summary Warren Buffett reports Berkshire’s book value in Berkshire’s Annual Letter, but Buffett admits it is not perfect in determining the value of a firm. The price-to-book ratio is…
Fundamentally Strong Picks for the Contrarian Investor
The Citigroup Economic Surprise Index, which measures how current economic data is comparing to expectations, is on the rise along with investor confidence regarding the expanding economy, writes Validea CEO…
European Stocks Look Appealing Compared to U.S. Shares
Investors shying away from stretched stock prices in the U.S. are “gravitating toward Europe for cheaper bargains as the trade matures,” according to a recent Bloomberg article. Morgan Stanley equity…
Four Magic Formula Picks for a Stretched Market
While there are many that believe today’s stock market is “frothy,” Warren Buffett argues, “measured against interest rates, stocks actually are on the cheap side compared to historic values.” This…
Ray Dalio Concerned About Rising Populism
In an effort to make sense of today’s political landscape, billionaire Ray Dalio recently published a paper examining the history of populism, according to a recent Bloomberg article. The paper…
Gundlach Predicts Continued Bond Rally
Doubleline’s chief executive officer doesn’t envision the yield on the 10-year to surpass 3% this year, says an article in yesterday’s Bloomberg. Jeffrey Gundlach believes a bond rally is likely…
Buffett to Investors: Railroads are Resilient Businesses
In his 2016 letter to Berkshire Hathaway shareholders, Warren Buffett argues that the resilience of the railroad business makes it an attractive investment, writes Validea CEO John Reese in a…