Earlier this month, Bridgewater chairman Ray Dalio addressed attendees at the Federal Reserve’s Central Banking Seminar in New York City, and his remarks were posted on LinkedIn. Dalio offered his…
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Zweig: Buy in a Market Bust like John Maynard Keynes
Anyone who has studied economics will be more than familiar with the name John Maynard Keynes. In last week’s Wall Street Journal, Jason Zweig reports that new research is offering…
Paltry Returns May Be Here to Stay
The low-return environment that currently exists for investors (notwithstanding the increased risk they are assuming) could be “on the menu for years to come,” says London-based Fixed Income Research Analyst…
Cyclicals in the Lead
As the quest for yield continues, investors are favoring stocks over bonds. However, over the past few months they have shown an increased appetite for stocks that are more sensitive…
ETF Due Diligence: What to Look For
When shopping for an exchange-traded fund (ETF), there are some things worth checking out. In a recent blog for Barron’s, Chris Dieterich offers a checklist: Most investors should focus on…
The "Wizard of Wharton" Looks Ahead
In a recent interview with ThinkAdvisor, finance professor (and senior investment strategy advisor to Wisdom Tree Investments) Jeremy Siegel shares his view on a host of issues affecting current market…
When Choosing Fund Managers, Maybe Less is More
It may pay to go for mediocre rather than stellar when selecting fund managers, according to last week’s post in Enterprising Investor by Joachim Klement, CFA. While studies have shown…
Cash Rich Stock Picks
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.…
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…