Top fund manager Bill Nygren says that valuations don’t look bad in the stock market, and in his second-quarter letter he offers a few reasons why investors are mistakenly viewing…
Category: Behavioral Finance
Leuthold Looks To Inflation Hedges
Strategist Steven Leuthold thinks inflation fears are likely to hit sometime in the coming year, and he is positioning his portfolio with some inflation hedging investments. Leuthold tells WealthTrack’s Consuelo…
Arnott Talks Indexing, And Why Wall Street Hates Math
In an interview with Bloomberg View’s Barry Ritholtz, Research Affiliates’ Rob Arnott recently talked about the fundamental indexing approach that he pioneered. (more…)
Don't Tinker!
Take a good stock-picking strategy and tweak it a bit to make it better — many investors do just that, and it sounds like a good idea, right? Nope, writes…
Greenblatt's Approach: Magic, or Discipline?
While people often use the words simple and easy to describe the same thing, there’s a big difference — a difference Validea CEO John Reese says has big implications in…
What Happens To Your Brain During A Bubble
What happens inside investors’ brains as bubbles form in asset markets? A new study from researchers at Caltech and Virginia Tech offers some insights into the answer to that question.…
What Should Your US Allocation Really Be?
Do you have too much of your portfolio invested US stocks? In a recent piece for Advisor Perspectives, Meb Faber says that if you’re like most American investors, you probably…
What To Do With All Those Competing Stock Picks?
Turn on the TV or your computer and you’ll find a myriad of stock recommendations from a myriad of commentators any day of the week. But in a recent MarketWatch…
The Real Solution To The Fed's Bubble-Making Problem
While most strategists talk about risk as a static factor, emerging research indicates that people’s penchant for risk-taking is quite changeable from moment to moment — and that may have…
Yes, Even In This Market You Can Find Contrarian Picks
Many of history’s greatest investors have had a contrarian streak, and in a recent column Validea CEO John Reese took a look at how and why go-against-the-crowd gurus like Steven…