With the year winding down, Mark Hulbert says history indicates it’s almost time for small-cap stocks to outperform their larger peers. The reason: tax-loss selling (that is, when investors sell…
Category: Historical Lessons
Dreman-Inspired Approach Beats Market by Finding Hidden Gems
In his latest article for Seeking Alpha, Validea CEO John Reese takes a look at his David Dreman-inspired strategy, which is handily beating the market both this year and over…
Hulbert: Black Friday Not an Indicator of Market Performance
The investment world usually waits with bated breath to see how “Black Friday” goes, assuming that the big holiday shopping kickoff will be a sign of consumers’ financial health and…
Bogle: Focus on U.S. Equities, Not International Stocks
Vanguard founder Jack Bogle says stocks could double in the next decade, far outpacing bonds, but also says the global economy is in worse shape than many realize. “I expect…
Siegel: The Pessimists Are Wrong -- Again
While some very positive economic signs have popped up in the past month, pessimism — and in many cases downright doom and gloom — continues to hover over the U.S.…
Do Value Investors Really Add Value? Yes, Study Says
Does value investing work? A recent study of Canadian equity markets indicates that it does. The study, “Do Value Investors Add Value?” is authored by George Athanassakos, the Ben Graham…
The Zweig Strategy: Growth With a Conservative Streak
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 Martin Zweig-inspired strategy and portfolio,…
Hulbert: Wall of Worry Remains Intact
Mark Hulbert says the market’s recent rally shows that the summer troubles were merely a correction in an ongoing bull market, and says sentiment remains relatively low — a good…
How to Beat the Market with a 60-Year-Old Strategy
In his latest column for Seeking Alpha, Validea CEO John Reese details his market-trouncing Benjamin Graham-inspired Guru Strategy, which Seeking Alpha users can now get access to for free. “Today,…
The Pros Keep Buying High and Selling Low
The Wall Street Journal’s Jason Zweig says many money managers are failing to use a fairly simple tactic — portfolio rebalancing — that could be costing clients a good deal…