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…
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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…
IVA's Charles de Vaulx on Global Economy, Markets, and Value Investing
Barron’s recently reprinted the transcript of value investor Charles de Vaulx’s recent conference call with financial advisors. De Vaulx is chief investment officer of International Value Advisers (IVA). The call…
Value Manager Tim Hartch Focuses on High Quality Businesses
Advisor Perspectives highlights the record of value investor Tim Hartch, co-manager of several Brown Brothers Harriman & Co. funds. In the published interview, Hartch explains that his BBH Core Select…
Guru Stock Screen of the Week: Top Rated Guru-Approved Financials
This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…
Validea’s Market Valuation Report: Large-Caps Looking Ultra-Pricey
One of the focuses of Validea’s Guru Investor Blog since its inception has been to summarize the opinions of leading market experts on the current market valuation and how that fits…
The Short Side of Activist Investing
A recent Bloomberg Gadfly piece observes that “investors who make bearish bets on stocks and then lay out their case publicly” have delivered a “performance as a whole [that] is…