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…
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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…
How Financial Advisers Can Build Client Trust
When building trust with clients, financial advisers not only must “understand the future needs of each client, they also must identify fund managers who generate investment returns in line with…
How to Invest Like Buffett but via Factors
As the debate continues concerning how quantitative model performance compares to that of active funds, a Bloomberg article from earlier this month discusses the findings of an AQR study that…
Wall Street's Cheery Outlook Could Be Wrong
While investment firms will probably predict that the market will rise in 2017, writes Jeff Sommer of The New York Times, “That’s just not what they usually do.” He says…
5 Commodity Picks for an Inflationary Environment
Along with its recent rate increase, the Fed has upgraded its growth and inflation forecasts—and this could bode well for commodity stocks, writes Validea CEO John Reese in in his…