Burton G. Malkiel, CIO of Weathfront and author of the best selling investment book, “A Random Walk Down Wall Street”, offers advice for investing in an expensive market in the…
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Blending Growth and Value Type Strategies Could be Best
Investment firm Gerstein Fisher suggests that “blending Growth and Value [approaches to investment] even in a simple 50/50 split generally offers more stable returns than either a 100% Growth or…
Hayman Capital's Kyle Bass Predicts Oil Reversing from Surplus to Deficit in 2016
Kyle Bass, founder of Hayman Capital Management, predicts that current oversupply of oil will “go from a glut to a sudden deficit” in 2016. “If you’re going to allocate capital…
Nuveen's Doll Optimistic for 2016
Bob Doll of Nuveen presents an optimistic picture of 2016, according to MarketWatch. Doll says, “My view is oil is going to stabilize at a low level, and we will…
Graham and Buffett Disciple Tops the Charts in 2015
Deena Friedman manages the Fidelity Select Retailing Portfolio, which has the highest 2015 return among mutual funds. With a return of over 18%, Barron’s notes that her “stock-picking easily outperformed…
Fidelity PM Learns from Value Greats like Buffett, Graham and Klarman
Chuck Myers, who heads the Fidelity Small Cap Discovery Fund, shared some of the lessons he has learned as a value investor at the recent CFA Institute Equity and Valuation…
Investors face a "New Operating Regime," El-Erian Says
Mohamed El-Erian, chief economic advisor of Allianz SE and chairman of President Obama’s Global Development Council, says “[f]inancial markets are now transitioning . . . to a new operating regime.”…
Bogle's Straightforward Formula for Estimating Future Stock Price Returns
The Wall Street Journal’s Money Beat column highlights the value of simplicity in investment prediction models. Profiling work by John C. Bogle, founder of Vanguard Group, that draws on historical…
Stock Market May Not be as Overvalued as Some Believe
Larry Swedroe of Buckingham (independent member of BAM Alliance) says that stocks are not nearly as overvalued as many leading commentators and analysts suggest. He offers six reasons that, he…
Morningstar's Rekenthaler on Modest Market Timing
John Rekenthaler of Morningstar considers the case for modest market timing and concludes that “market-timing can be one of many useful items on an investor’s ‘shelf.'” Reviewing an article by…