In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at what happens when investors get to cash happy. Looking at data from Blackrock,…
Category: Historical Lessons
Beat The Market With Peter Lynch's Help
In his latest column for Amazon.com’s Money & Markets blog, Validea CEO John Reese looks at how investors can use the wisdom of mutual fund legend Peter Lynch to beat…
Inflation: Maybe Not Today, Maybe Not Tomorrow, But Soon -- And For The Rest Of Your Life
Inflation has been tame in recent years. But history shows that’s unlikely to continue forever — and that has major consequences for your portfolio. The chart below from BlackRock shows…
Fisher: Don't Be Myopic; Bull Far From Over
Kenneth Fisher thinks we’re still in the middle of a bull market, and that most investors are thinking too myopically — and don’t understand quantitative easing at all. Fisher tells…
Low-P/E Stocks That Pass An Accountant's Tests
In his latest column for Forbes.com, Validea CEO John Reese takes a look at how to go beyond the P/E ratio when looking for cheap stocks. “P/E ratios are useful…
OSAM: How To Win In Emerging Markets
Emerging markets can make for enticing investments, and new research from James O’Shaughnessy’s firm shows how fundamental-focused investors can really take advantage of EM opportunities. “U.S. investors, and other investors…
In The Market, Boring Beats Exciting ...
Investors are very often drawn to flashy, exciting stocks — those that exhibit the most volatility. But, says Mark Hulbert, they should be doing the exact opposite. “That is because…
... Or Does It?
In our previous post, we highlighted the “low-volatility effect” — the historical tendency for lower-volatility stocks to outperform higher-volatility issues. But IndexUniverse’s Elisabeth Kashner says the issue may be more…
Keep It Simple (But Not Too Simple)
Listen to many market pundits and prognosticators, and they will make the stock market seem like a completely understandable world that, with time and dedication, can be mastered. But in…
The Graham-Based Strategy: 300%+ Returns Since '03
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Benjamin Graham-inspired strategy, which has averaged annual…