Stocks of some large cap growth names may look expensive at current levels, but Aziz Hamzaogullari, manager of the top performing Loomis Sayles Growth Fund still sees plenty of…
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Motley Fool's Gardner: "Buy High and Try Not to Sell at All"
While passive index funds are all the rage, top-performing investor David Gardner says he still thinks investors will do better picking individual stocks than they would buying index funds –…
Diversification: The Only Free Lunch on Wall Street
The value of long term asset diversification, sometimes known as “the only free lunch on Wall Street” is discussed in a recent MarketWatch article offering “Five Steps to Beating the…
Closet Indexers Will Go the Way of the Buggy and the Whip
“The decade long run of money moving out of actively managed mutual funds in favor of passive indexes and exchange-traded products speaks volumes about investors’ palate for active management these…
Curb Your Enthusiasm
Richard Turnill, BlackRock’s chief global investment strategist, advises investors to “curb their enthusiasm.” Turnhill commented in BlackRock’s most recent weekly market commentary: “We see a global portfolio made up of…
Understanding the Behavioral Continuum on Your Way to Becoming a Better Investor
Shreenivas Kunte, director of content at the CFA Institute, recently wrote about the Behavioral Continuum and how it affects our decision making process. He contends that “behavioral patterns extend across…
Hussman on High Plateaus and Poor Precedents
John P. Hussman of Hussman Funds examines permanently high plateaus in the market and their poor precedents in a recent installment of Hussman Funds’ Weekly Market Comment. He predicts a market retreat over the completion of the current market…
Asness vs. Arnott on Smart Beta, Factor Timing, and Performance Chasing
Cliff Asness, co-founder of AQR Capital Management, added fuel to the debate over “smart beta” investing with a recent paper attacking arguments made by Rob Arnott of Research Affiliates. Arnott,…
Data Shows Americans Hate The Stock Market Right Now
Americans have dumped $2 trillion dollars of stocks, according to a recent article from Business Insider. Tom Lee of Fundstrat said in a note to clients this month, that “there…
Bogle: No Stock Pickers in What Looks Like an Expensive Market
Jack Bogle, founder of the Vanguard Group, tells CNBC that “there is no such thing as a stock picker’s market.” He goes on to say that the phrase, “a stock…