How do you reduce risk in your investment portfolio? Most people try to do so by diversifying their assets and avoiding stocks when fears are high. But new research indicates…
Category: Historical Lessons
Where You Have An Edge Over The Oracle Of Omaha
While a billionaire investor like Warren Buffett has a number of advantages over most investors, the little guys still have some things working in their favor, Validea CEO John Reese…
O'Shaughnessy on Bond Market Risk, And Stock Strategy
After its huge run-up over the past 5 years, does the stock market still have good times ahead? Quantitative investing guru James O’Shaughnessy thinks so. In an interview with Canada’s…
Fisher: Time To Think About Margins
With the bull market around its halfway point, in his estimation, Kenneth Fisher is focusing on “big, fat stocks” — that is, large-caps with fat gross profit margins. “It works…
Montier Not Finding Much Safety
James Montier and GMO are known for their conservative, cautious approach — a mindset that has helped the firm often recognize market and economic problems well ahead of others. So,…
Consider Making Staples A Staple Of Your Portfolio
Consumer staples have been struggling recently, but Validea CEO John Reese says that’s no reason for long term investors to avoid them. “In his most recent edition of What Works on…
Sonders on an EM Contagion
Charles Schwab’s Liz Ann Sonders thinks we are likely to see more short term weakness in the stock market, but she doesn’t think emerging market troubles will upend the broader…
Bogle: Stocks Priced For 6% To 7% Returns
Legendary Vanguard Founder Jack Bogle says not to worry about short-term issues like the recent emerging market turmoil. Over the long haul, it’s the performance of companies that will drive…
Sonders: No Time To Bail On Stocks
While the market may well hit some road bumps this year, top strategist Liz Ann Sonders of Charles Schwab says it’s no time to ditch stocks. “There is a slightly…
Hot List: The 2014 Outlook
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John examines three key reasons why he…