In his latest column on his Magic Formula Investing web site, Joel Greenblatt says it’s critical for investors to know what level of short-term losses they’ll be able to take…
Category: Historical Lessons
Experts vs. Models: Who Wins?
A few recent articles have offered some very interesting data on the merits of quantitative analysis, and the limits of “expert” analysis. One is a Greenbackd.com review of Ian Ayres’…
Paulsen: High Unemployment Doesn't Mean Poor Stock Returns
James Paulsen of Wells Capital Management says that, while there will be significant corrections during the year, he thinks the overall trend of the market is “still clearly higher”. Paulsen…
Bogle: Keep It Simple
In an interview with Texas’ The Statesman, Vanguard’s John Bogle says the key to successful investing is keeping things simple, and not allowing short-term performance to impact your decisions. “[The…
Lynch: This Is "Extraordinary Period" for Investing
In an exclusive interview with Israel’s Globes, mutual fund legend Peter Lynch says he thinks the past ten years have been an anomaly for the stock market, and that we…
Dorfman on Strategy, and Why Stocks Are Still Cheap
GuruFocus.com offers an interesting interview with Bloomberg columnist and money manager John Dorfman, who called the market rally and says stocks are still cheap. “I think the stock market was…
Is High Turnover a Bad Thing? That Depends
Turnover is one of the more looked-at statistics for money managers. But what are the implications of turnover rate on a portfolio? A new study funded by not-for-profit Investor Research…
Tilson & Heins: "Buy-and-Forget" a Losing Proposition
In their latest Kiplinger’s column, Whitney Tilson and John Heins examine a 10-year-old Fortune magazine article to stress some of their core beliefs about investing — including the idea that…
Fisher: Think Globally -- and Be Careful on Gold
Money manager and Forbes columnist Kenneth Fisher says we are in the early stages of a bull market led by foreign and emerging markets — and that investors should be…
What Really Drives Stock Gains?
In an interesting new study, MSCI Barra takes a look at what drives stock returns over the long haul — and the results might surprise you. In the study (click…