Dan Loeb, founder Third Point, draws two conclusions about the hedge fund industry and the markets in his recent shareholder letter, according to this recent Bloomberg piece. The first is…
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All Things Buffett
In the spirit of Berkshire’s Hathaway’s annual meeting this weekend, we thought it would be good to put together a list of articles and links that may be interesting for…
Implications of S&P Price Reversion to Trend
April’s S&P 500 index price was 80% above its long-term trend. Jill Mislinski, a research director with Adviser Perspectives, analyzed long-term stock market patterns by using simple regression analysis on…
Time For An Oil Rebound?
After oil prices began their dramatic plunge in the summer of 2014, many oil stocks became persona non grata in the investment world. Now, nearly two years later, a number…
Comparing CAPE 10 with CAPE 5 or 6 -- Market May Not be as Expensive as it Looks
Writing on ETF.com, Larry Swedroe of the BAM Alliance explains that the market looks less overvalued if one uses a period shorter than the commonly used 10-year period in applying…
The Only Fed Voice that Matters – Listen to Yellen
James Grant of Grant’s Interest Rate Observer recently weighed in on Federal Monetary Policy in a Bloomberg Report video. Grant believes the Fed “conceives its principal work to be suppressing…
Diversification & Rock Bottom Valuations In the Third Pillar
Rob Arnott and Christopher Brightman of Research Affiliates recently discussed the allocation and performance of PIMCO All Asset Fund, which goes outside mainstream investments into what they describe as the…
Billionaire Sam Zell Sees Recession Next Year
Billionaire real estate investor Sam Zell, who profited from selling just before the 2008 crisis and buying just after, predicts that global forces will lead to a U.S. recession next…
How Will Increasing Passive Investment Affect Market Efficiency?
Writing for Bloomberg View, Stony Brook professor Noah Smith asks, “As passive [investing] takes over more and more of the asset-management universe, will the market become more efficient or less?”…
Is The Growth/Value Pendulum Swinging?
After a lengthy period of underperformance, value stocks have started to rebound. And in a recent piece for Proactive Advisor, Validea CEO John P. Reese says they are now poised…