In an interview with Canada’s Business News Network, Validea CEO John P. Reese recently discussed how investors can profit from the strategies of history’s best money managers — and why…
Category: Historical Lessons
Ritholtz Not Worried About Yellen Or Bubble Talk
While pundits have been throwing around the term “bubble” throughout the stock market’s climb over the past few years, Barry Ritholtz doesn’t sound concerned that we’re in one. (more…)
Fisher: Don't Worry About The Bull's Age, Or Rate Hikes
Is the length of the bull market reason for concern? No way, says Kenneth Fisher. (more…)
Siegel On Why US Productivity Is Down
Growth in US productivity has slowed considerably over the past decade, and explanations abound as to why. But Wharton professor and author Jeremy Siegel says the reality may be that…
Why Value Investors Shouldn't Ignore Momentum
“Don’t chase performance” is a lesson any good value investor should have learned. But in a piece for Canadian MoneySaver, Validea CEO John Reese looks at how keying on high-momentum,…
Sonders Talks Inflection Points, and Zweig's Greatness
In a wide-ranging interview with Barry Ritholtz on Bloomberg’s Masters In Business podcast, Charles Schwab’s Liz Ann Sonders offers her take on the bull market, and a look at her…
Tech Bubble Lessons For Today's Investors
After 15 years, the Nasdaq Composite Index recently eclipsed its March 2000 record high. But The Wall Street Journal’s Jason Zweig says that before they get too excited, investors would…
Ben Graham, Index Fund Fan?
Would Benjamin Graham, the man known as “the father of value investing” and a pioneer in security analysis, have liked plain, generic index funds? In a recent column, Jason Zweig,…
The Case for Dow 85,000
It may seem hard to believe that the Dow Jones Industrial Average could increase nearly five-fold over the next 15 years. But two top strategists have recently laid out a…
Where A Bond Guru Is Finding Value
Top bond fund manager Stephen Smith thinks that three key factors — oil’s decline, interest rate declines, and tumbling non-US currencies — will lead to better-than-expected global growth. (more…)