A paper co-authored by Michael Mauboussin of Credit Suisse addresses important issues to consider in relation to the continued and increasing shift from active toward passive fund management. Those investors…
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Jason Zweig on Investing Fact Versus Fiction
The human mind seeks to “confirm its pre-existing beliefs while ignoring warning signs that we might be wrong,” writes Jason Zweig of The Wall Street Journal. He uses the example…
Words of Wisdom from Byron Wein
When asked to share what he had learned over his first 80 years while addressing an investment conference back in 2013, Blackstone’s Byron Wein shared valuable insights on business and…
Siegel Says Stay in Stocks
As the Dow continues to climb amidst conjecture by some around a possible market decline, Wharton professor Jeremy Siegel thinks investors shouldn’t avoid buying stocks, according to a CNBC article…
The Dow: A Case for Active Management
Since its inception in 1896, the Dow Jones Industrial Average (DJIA) has beaten the S&P 500 for “long stretches of time,” says a MarketWatch article from last week. As the…
Brazilian Billionaire: "When It's Bad, I Buy"
Luiz Alves Paes de Barros has made a killing by “wagering on stocks almost no one else seemed to want,” says a recent Bloomberg article. The sixty-nine-year-old is known as…
French Buffett Deserves a Look
Vincent Bolloré’s investment vehicle, Bolloré SA, has outperformed Buffett’s Berkshire Hathaway over the past 20 years (16.8% per year versus Berkshire’s 10.6%), but lately the “French Buffett’s” results have been…
Equal Weighting Can Beat the Market
Long term data suggest that investors can beat the market by holding the same stocks as those included in the S&P 500, if given equal weighting. This according to Validea…
7 Promising Small-Cap Growth Stocks for 2017
Celebrated investor James O’Shaughnessy wrote What Works on Wall Street (1996) after conducting exhaustive research concerning the performance of a host of investment strategies. This work led to the development…
Morningstar on Preparing for Bear Markets
There are no hard-and-fast rules for determining whether value or growth stocks will suffer the most during a bear market, writes Morningstar senior analyst and CFA Kevin McDevitt. “No two…