Top fund manager David Herro is high on a number of unloved areas of the market — including Japanese stocks, luxury good makers, and much-maligned automaker Toyota. “One of the…
Category: Behavioral Finance
Is High Turnover a Bad Thing? That Depends
Turnover is one of the more looked-at statistics for money managers. But what are the implications of turnover rate on a portfolio? A new study funded by not-for-profit Investor Research…
Sonders: Sentiment Tumble Could Be Good Thing
Liz Ann Sonders, Charles Schwab’s chief investment strategist, says the recent market pullback was needed to push back excessive optimism that had developed, and moving forward her firm is high…
Sonders Optimistic on 2010 -- Cautiously
Charles Schwab Chief Investment Strategist Liz Ann Sonders, one of the few to accurately call the start of the recent recession, says she’s expecting some nice surprises from the economy…
Bogle on The Next Decade
In an interview with Nightly Business Report, Vanguard founder John Bogle says he expects stocks to return an average of about 8% per year for the next decade, and adds…
How to Beat the Market with Graham, Buffett, Lynch, and the Gurus
In a wide-ranging interview with The Kirk Report, Validea founder and CEO John Reese explains how he developed his guru-based investment strategy, why it has been so successful, and what…
Avoid "Confirmation Bias"
In his latest Wall Street Journal column, Jason Zweig discusses one of the behavioral pitfalls that can drag down many investors’ portfolios: confirmation bias. What is confirmation bias? “In short,”…
The Stealth Bull Market
MarketWatch’s Mark Hulbert says that, while the market has continued its upward trend in the past few months, sentiment remains quite low among market-timers — and that’s good news for…
Greenblatt Says It's All about Discipline
Often times, investors get the idea that beating the market requires complicated strategies, whether in the form of complex mathematical formulas or highly technical timing mechanisms. Others assume that an…
Hulbert: Sentiment Remains Weak -- and that's Good
While the market is now up about 60% from its March low, newsletter tracker Mark Hulbert says that most managers remain very cautious — and that’s a sign the rally…