A Wall Street Journal blog post by Jason Zweig profiles “superstocks” and suggests they provide a “reason why, for most people, index funds make superior sense.” Zweig notes that 44…
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Value Investor Bill Miller Sees Opportunity in Low Stock Prices
Bill Miller of Legg Mason, a value investor with a strong record, told CNBC’s “Squawk Box” that it is “sort of hard to see why anyone would buy a 10-year…
Margin Debt as Indicator: Bearish Signals Writes Hulbert
In his MarketWatch column, Mark Hulbert highlights the use of margin debt as a market indicator. Margin debt is the total amount investors borrow to purchase stocks. As Hulbert notes,…
Charles Schwab CIO Liz Ann Sonders Sees the Market Within a Bull Pattern
Liz Ann Sonders of Charles Schwab offered a cautiously bullish analysis of the market at the recent Inside ETFs conference. She cited Sir John Templeton’s statement that “bull markets are…
Jeremy Siegel's Critique of the Shiller P/E Ratio and His Market Outlook
Financial Advisor reports on Wharton School of Finance Professor Jeremey Siegel’s comments at the annual Inside ETFs conference, where he critiqued the widely used Shiller P/E Ratio. Siegel did not…
Jeremy Grantham, Jonathan Jacobson, Seth Klarman and Jeffrrey Vinik: "Below the Radar" Philanthropy of Top Investors to Social Causes
The Boston Globe profiles philanthropy by leading investors. Jeremy Grantham’s foundations, including the $377 million Grantham Foundation for the Protection of the Environment, reflect a movement toward “making big bets…
Study: Execution Key Differentiating Trait of Successful Investors
Lee Freeman-Shor of Old Mutual Global Investors authored a piece for the AAII Journal that identifies differences in the strategies of investors who win or lose over time. After analyzing…
Ackman's Argues the Ill Effect of Index Funds on the Market
Barron’s reports on Pershing Square Capital manager Bill Ackman’s latest letter to shareholders, in which he sharply criticizes index funds. Ackman suggests that index funds are making the U.S like…
Emerging Markets: Lessons From History
Jason Zweig of the Wall Street Journal draws parallels between the 19th century emerging U.S. market and today’s emerging markets, especially China. “Emerging markets aren’t lucrative investments just because they…
Five Factor Quantitative Model Propels Alternative Fund to Top in its Category
Morningstar profiled its Fund Managers of the Year, including the fixed income, allocation and alternative categories. The Fixed-Income Fund Manager of the Year was Jerome Schneider for the PIMCO…