The tendency for major corporations to stockpile cash after the financial crisis seemed like a reasonable strategy, but according to recent data reported by FactSet, the trend hasn’t changed much.…
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Overseas Blue Chip Picks
Currently stretched equity valuations, an imminent presidential election and a probable December rate hike are fueling uncertainty in the markets. Validea CEO John Reese, in a Forbes article appearing yesterday, outlines…
Does a Manager's Track Record Matter?
While it may be logical to assume that a more experienced fund manager would have a better performance record, it isn’t necessarily so. This according to a recent study from…
Stock Picks Based on Quant Strategies
As hedge funds continue to lose clients due to lackluster returns, purely numbers-based investment strategies are gaining popularity. Validea CEO John Reese speaks to the trend in a Nasdaq article…
The Elite Edge in Market Performance
Elite university endowments, such as those of Harvard and Yale universities, have been the envy of many for years, writes Bloomberg’s Nir Kaissar. But things have changed. Notwithstanding the “countless…
The Monster of Uncertainty
This phrase was coined by a Dutch professor to describe how the scientific community views uncertainties in the natural world. In a recent Advisor Perspectives article, Scott MacKillop of Denver-based…
Housing Market Confidence is Building
Homebuilder optimism has grown, according to The National Association of Home Builders/Wells Fargo Housing Market Index (HMI) which settled at 65 in September (it had not been that high since October…
Doll Bullish on Stocks
The S&P 500 inched up another 1.2% last week and, according to a Barron’s article by Bob Doll of Nuveen Asset Management, while equities are expensive on a historical basis…
A Little-Known Buffett Home Run
Long before Berkshire Hathaway became the acquisition behemoth it is today, Warren Buffett was primarily involved in the insurance business. That hasn’t changed, and these operations have been some of…
How to Win in the Market: Look Up
It may sound like a mother’s mantra to her tech-obsessed teenager, but turning off your computer and putting away your smartphone might be the ticket to triumph in the market.…