If you are one of the many investors who want the companies in which you invest to return just about any excess cash to shareholders via dividends or stock buybacks,…
Category: Historical Lessons
Why Decades-Old Strategies Still Beat The Market Today
With so much having changed in the financial world over the years, can decades-old investment strategies still work today? Validea CEO John P. Reese says they certainly can. (more…)
What Buffett Learned From Ben Graham
While he was no doubt born with some natural gifts, Warren Buffett didn’t become history’s greatest investor without any help. Buffett many times has praised his mentor, the late, great…
Great Pages: O'Shaughnessy On Models vs. Humans
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
Top Fund Manager On "Colossally Artificial" Markets
In a couple of rare interviews, top stock-picker Joel Tillinghast recently said that he thinks markets have gotten “colossally artificial”, and that he’s finding more value opportunities overseas than in…
How Fracking And The Fed Staved Off A Recession
The Economic Cycle Research Institute finally threw in the towel on its off-the-mark 2012-13 recession call earlier this month. But given the firm’s stellar long-term track record, ECRI’s take on…
What Does Tobin's Q Really Mean?
As the market has climbed higher and higher, many bears have pointed to the elevated “Q ratio” as a reason for concern. But just what does the Q’s high level…
Dalio's Bridgewater Sees No Bubble Trouble
Don’t count hedge fund guru Ray Dalio’s Bridgewater Associates among the investors who think the stock market is in bubble territory. (more…)
Just What Does The Elevated CAPE Mean?
The cyclically adjusted price/earnings ratio is quite elevated compared to historical standards. Is that bad news for stocks? Charles Schwab’s Liz Ann Sonders says it’s a complicated question. (more…)
What Makes Buffett So Good
Just what can individual investors learn from Warren Buffett’s incredibly successful career? In a recent column, The Wall Street Journal’s Jason Zweig takes a look at that question. (more…)