In January, the number of corporate executives buying shares in their own firms was only 279, the lowest it has been since 1988, according to a recent article in…
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Barry Ritholtz on Bulls and Bears
Understanding how old a bull market is may very likely affect your expectations of future returns as well as your investment allocations and risk appetite, writes Bloomberg columnist Barry Ritholtz.…
Asness versus Arnott: The Factor Timing Debate Continues
AQR Management founder Cliff Asness continues to argue that factor timing is “deceptively difficult,” contrary to what Rob Arnott of Research Affiliates would have you believe, says a recent article…
Buffett Says Stocks are Relatively Cheap
Notwithstanding all of the buzz surrounding the “pricey” stock market, legendary investment guru Warren Buffett thinks it’s a still the best place to plant your money. This according to a…
Simple is Smart in Smart-Beta Investing
Using a database of over 20 countries, a team of British academics tested the five most popular smart beta factors to see whether they would have proven successful over time.…
Hulbert Calls Large Cap Strength a "Bullish Omen"
Mark Hulbert argues against the conventional wisdom that small-cap outperformance relative to large-caps indicates a positive trend (the idea being that large caps will “have to perform particularly well just…
Greenblatt Blends Active and Passive Strategies in New Fund
Joel Greenblatt, managing partner of Gotham Asset Management, may have figured out a way to make active strategies appeal to passive investors, according to a recent article in Forbes. The…
Loomis Sayles' Fuss Increasingly Cautious on Bonds
As political uncertainties “cloud an otherwise solid economic outlook,” Loomis Sayles vice chairman Dan Fuss says he is more cautious on bonds than he has been since the 1970s, says…
Bob Doll Says a Market Correction is Possible
Bob Doll says that current market optimism may be “overdone and markets could be vulnerable to disappointment” in an article he wrote for Barron’s earlier this month. Still, Nuveen’s chief…
It Might Be Time to Cool Off on Value Stocks
The value stock-trade is getting crowded, according to an article in this week’s WSJ, with some analysts saying they have been “picked over like never before.” The article cites a…