Is there a single, silver bullet valuation metric that you can use to accurately evaluate any stock in the market? An interesting recent piece from Barron’s looks at a couple…
Category: Historical Lessons
Doubleline's Baha: Don't Think Short Duration Bonds Are A Rate-Hike Panacea
Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a…
Doubleline's Baha: Don't Think Short Duration Bonds Are A Rate-Hike Panacea
Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a…
El-Erian: "Classic Overshoot" In EMs Will Hurt Now, Create Opportunities Later
Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…
El-Erian: "Classic Overshoot" In EMs Will Hurt Now, Create Opportunities Later
Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…
Should You Use Dividend Yield As A Value Metric?
Is dividend yield an effective value metric? Not in the US, says Patrick O’Shaughnessy. (more…)
The Risks Of (Over-)Diversification
While many mutual fund managers have hundreds of stocks in their portfolios as a way to diversify away stock specific risk, James K. Glassman says you can get nearly the same…
Feeling Jittery? Get Defensive
Investors have been getting jittery lately, given the specter of US interest rate hikes, China’s problems, and Europe’s lingering concerns. But Validea CEO John Reese says that those thinking of…
Rogers: Wait To Buy Oil
While oil has again been plunging, commodities guru Jim Rogers says he wouldn’t start buying oil – yet. (more…)
Don't Be Afraid To Quickly Sell A Bad Stock -- Buffett Does
Warren Buffett says that his favorite holding period for a stock is forever. But in his latest column for Canada’s Globe and Mail, Validea CEO John Reese says that good…