Whether it’s talk about earnings growth or earnings estimates or price/earnings ratios, stock market news is usually filled with discussions of corporate earnings. But in his latest for Seeking Alpha,…
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Forecasts are more like “Aftercasts”
New research illustrates how strongly the recent past influences investor expectations, as Wall Street Journal columnist Jason Zweig notes. Research by Professors William Goetzman, Robert Shiller, and Dasol Kim concluded,…
Market Shifting From Momentum to Value
A pair of brief pieces in Barron’s, one by columnist Jack Hough and the other on behalf of JPMorgan, discuss the implications of the recent selloff in momentum stocks. As…
Fidelity's Low-Priced Stock Fund Manager Delivers Market-Beating Returns
Joel Tillinghast, manager of the Fidelity Low-Priced Stock fund, “owns one of today’s best investment records,” according to a profile proceeding a recent interview published in Barron’s. In the 26 years…
Negative Implications of Falling Corporate Profit Margins
In his MarketWatch column, Mark Hulbert explains the distressing news buried by much of the recent positive reporting on the upward revision of GDP earlier this month. “Though the government’s…
The Good, Bad and Ugly of High Active Share
Patrick O’Shaughnessy, portfolio manager at O’Shaughnessy Asset Management and curator of the investment blog, The Investor Field Guide, explains that active share – a measure that shows how different a…
Emotions and Biases Play Huge Role in Bad Investment Decisions
In a recent New York Times article, columnist Gary Belsky observes that “the majority of cognitive biases and shortcuts that influence everyday judgement and choice have analogues in investment behavior.”…
Best Performing Dividend Model Over 25 Years Shows Market Possibly Moderately Undervalued
In the continued debate around the valuation of equities, one dividend model, as developed by Investment Quality Trends, indicates that stocks are still moderately undervalued, writes Mark Hulbert for Barrons.…
Sonders: Market Most Likely in Post-Echo Bull Phase
Liz Ann Sonders, chief strategist for Charles Schwab, outlines the four phases of the stock market over a full market cycle. Since 1960, the market can be seen following the…
Faber talks Strategies, Value in Emerging Markets and More
Mebane Faber, co-founder and CIO of Cambria Investments and Cambria Funds talks with Tom Keene and Barry Ritholtz about quantitative stock selection strategies and investment trends in today’s market. According…