Although stock prices have tripled during the eight-year bull market, there have been only four corrections, and some investors think a period of decline might not be so bad. This…
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Hulbert on the Likelihood of a Market Bubble
A new study conducted by Harvard University professors reveals that a share price run-up is not necessarily a precursor to a market bubble, writes Mark Hulbert in a recent Barron’s…
BlackRock to Expand Quant Investing
Actively managed funds at BlackRock, the world’s largest fund company, are facing the new reality of quantitative investing, according to this week’s New York Times. The exchange-traded-fund business the firm…
Ned Davis Sees a Passive Investing Bubble Expanding
As they relate to U.S. economic growth, the lofty expectations concerning the Trump administration seem to be cooling off, says a recent article in Barron’s. Since March 1st, the article…
The "Raging Bull" Could Be Running Out of Steam
The mood surrounding today’s stock market seems to be rife with contradiction, according to an article in yesterday’s Fortune. “At today’s elevated prices,” it argues, “the market math contradicts Wall…
Five European Picks for the Savvy Traveler
Europe is presenting some attractive opportunities amid continued uncertainty, writes Validea CEO John Reese in a recent article for TheStreet. The appeal of overseas shares is being fueled by the…
James O'Shaughnessy: Knee-Jerk Investing Doesn't Work
A quantitative investing guru who uses concrete metrics to analyze stocks, James O’Shaughnessy believes that investors get in the way of their own success by reacting emotionally, writes Validea CEO…
Soaring Consumer Confidence May Not be Positive for Markets
Consumers are more optimistic than they have been for the past 17 years, writes Steven Russolillo in a recent Wall Street Journal article, but this isn’t necessarily good news for…
Buffett and 3G Capital Might Like These Picks
While the private-equity firm 3G Capital and Buffett’s Berkshire Hathaway have teamed up on a few headline deals (such as the acquisition of H.J. Heinz and the subsequent merger of…
Goldman: Fund Managers Relying Too Heavily on U.S. Stocks
An analysis of professionally managed investment portfolios revealed to a team of Goldman strategists that “many investors are missing important potential sources of return as a result of putting too…