Richard Thaler, the researcher whose work has brought such key behavioral finance issues as myopic loss aversion to light, says recent events have shown markets are not efficient, but that…
Category: Historical Lessons
Siegel Fires Back on Long-Term Data
Last month, we highlighted Wall Street Journal columnist Jason Zweig’s criticism of the long-term stock return data that Jeremy Siegel has used in his book, Stocks for the Long Run.…
Mauldin to Bulls: Not So Fast
John Mauldin, the economist and strategist from Millennium Wave Investments, isn’t buying the bullish views many strategists are now offering. In an interview with Yahoo!TechTicker, Mauldin says the market has…
Are Stocks & Real Estate the Places to Be?
Known as the dean of contrarian investing, David Dreman is staying true to his against-the-tide approach, telling CNBC that he thinks stocks and real estate — two of the areas…
Reese on Market-Beating Buffett Model
In an interview with FOX Business News, Validea CEO John Reese talks about his Warren Buffett-based Guru Strategy and model portfolio, which is up 34.6% this year. Reese discusses the…
Barclays Strategist: Recovery Will Be Strong
While there is still quite of bit of pessimism and talk of gloom and doom swirling around the market and the economy, Barclays head of asset allocation Tim Bond is…
Swensen on Why Individual Investors Will Always Be at a Disadvantage
WealthTrack has released some previously unaired parts of Consuelo Mack’s May interview with Yale Chief Investment Officer David Swensen. In the clip below, Swensen discusses a variety of topics, including…
Top Strategists Talk "Buy-and-Hold"
The Financial Times recently interviewed several top strategists about the viability of “buy-and-hold” investing, and found that some are espousing more of a “buy-cheap-and-hold” approach. “In a challenge to the…
Dreman Strategy Making Big Comeback
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the David Dreman-inspired Contrarian Investor strategy,…
Bouncing Back Strong, Miller Now High on Tech, Financials
Bill Miller — who beat the market for a remarkable 15 straight years before struggling the last three — is bouncing back strong this year, with his Legg Mason Value…