Are stocks overvalued and headed for a crash? Josh Brown of Ritholtz Wealth Management and The Reformed Broker blog doesn’t think so. While many have pointed to the fact that…
Category: Historical Lessons
Study: Which Valuation Metrics Matter?
In a new study, Smithers & Co. examines just what valuation metrics have historically had predictive power over the stock market’s direction — and the results don’t bode well for…
Ritholtz On What To Learn From The Gold Bust
After a huge decade-long runup, gold has tumbled in recent years, pounding portfolios of many gold bugs. “The mania for gold, like all manias preceding this one, is ending badly,”…
Great Advice From (And For) Great Minds
The world often wants top investors and economists and strategists to give advice. But what’s the best financial advice that those great minds have received? The Wall Street Journal posed…
Nygren Talks Value, Opportunity, And The End Of QE
Worried about the end of quantitative easing? Top fund manager Bill Nygren isn’t. In an interview with MoneyLife’s Chuck Jaffe, Nygren says that his firm’s five-year-holding-period, value-focused, bottom-up approach means…
Two Guru-type Small Caps for January
In his latest column for Seeking Alpha, Validea CEO John Reese looks at two small-cap stocks that have strong fundamentals and which might benefit from the so-called January Effect, in…
Why Doing 'Nothing' Is Good For Your Portfolio
When fears are high, it’s natural to want to jump out of stocks. But while it might seem logical to avoid equities during tough times, The Motley Fool’s Morgan Housel…
Why Catalysts Don't Matter
After what has been a stellar 2013 for stocks, many investors are now wondering if there are any catalysts that can push the market even higher in 2014. But Michael…
OSAM on the Efficient Market Myth
While many believe that equity markets — particularly large-cap equity markets — are efficient, quantitative investing guru James O’Shaughnessy’s firm says the data shows otherwise. “Our research shows that, with…
Reese on How to Address the January Effect
In an interview with Business News Network of Canada, Validea CEO John Reese recently discussed the “January Effect”, and how investors should position themselves in light of the seasonal trend.…