Small-cap fund performance has taken a lot of heat lately, and the “small-cap premium” has been called into question. In a recent article for Nasdaq, John Reese, CEO of Validea,…
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The Passive Investing Tsunami in ETFs Continues
Investments have been shifting from actively managed funds to passively managed exchange-traded funds (ETFs) for a while now, but the Brexit vote and impending U.S. presidential election have fueled the…
There’s a Hole in the CAPE Ratio
When predicting future real returns of stock markets, the cyclically adjusted price/earnings ratio (CAPE) is a good place to start. The formula, first proposed by guru Benjamin Graham, is pretty…
Are you a Solider or a Scout When it Comes to Investing?
It’s no mystery that much of investor behavior (and, consequently, stock market movement) is fueled by emotion and reaction as opposed to hard data or statistics. A recent Ted Talk…
Wall Street Strategists Lukewarm on the Market
Although stocks have nearly recovered from the post-Brexit upset, there is still worry about the political and economic uncertainty that looms in its wake. Earlier this month, Steve Russolillo of…
Bargain Shopping in Europe
When considering shopping for “cheap” stocks that have emerged post-Brexit, keep in mind that this group of stocks has offered bargains for quite some time. In a recent article for…
Avoiding the Value Trap when Shopping for Payout
Shopping for yield when interest rates are at rock bottom levels can attract an investor to low-priced stocks that may not be the best prospects. A recent Barron’s article cautioned…
Every Crisis is Different
It would be great if we could extract lessons from every financial crisis and then apply those lessons to avert future crises. Alas, writes Morningstar columnist John Rekenthaler, “The market’s…
Machine vs. Man -- Algos the Winners Post Brexit
“The computers got it right and the humans got it wrong,” was the gist of last week’s Wall Street Journal article about attempts to capitalize on the Brexit vote. This…
Greenblatt’s Magic + 5 Value Stocks that Make the Cut
Hedge fund manager Joel Greenblatt, author of The Little Book that Beats the Market, uses what he calls a “magic formula” to earn returns that outperform the market. In a…