The 60-40 portfolio has been a solid long-term performer for investors. It has worked in bull markets. It has also held up well in deflationary shocks. But with expected returns…
The Stock Market Should Be Open At 3am
Startup trading platform 24 Exchange has filed for approval from the SEC to operate around the clock. It would be the first U.S. stock exchange to do so, and would…
Charlie Munger's Real Estate Bet Began With A Bible
When a neighborhood teenager showed up on Charlie Munger’s doorstep with a Hebrew Bible, he little thought the encounter would lead to an unlikely friendship—and an investment in California apartment…
Market Is Spooked By Rising Bond Yields
For the past 20 years, higher bond yields have been generally better for stocks. So why is the market suddenly spooked by rising yields? This question is posed by an…
What is Your Investment Edge?
From time to time we have guest posts on Validea’s Guru Investor blog from others who we admire, respect and are providing valuable insights to investors. Today’s post is from…
Soccer Is The Next Big Thing In Investing
The latest team of investors to hit the football pitch are hedge funds, credit vehicles, and private equity, details an article in Bloomberg. Alternative investment firms that are awash with…
European Value Managers Say They Can’t Find Anything To Buy
Intrinsic Value Investors European fund’s managers have decided to shutter the fund due to their inability to find suitable investments that would give them decent returns over the next decade,…
Titans Of Wall Street Warn Of Next Big Risks
What are three of the biggest stars on Wall Street worried about over the next 5 to 10 years? Bloomberg asked that question of Cathie Wood (founder, ARK Investment Management),…
Balancing Return and Risk in Factor Investing with Harin de Silva
Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see some quality, and maybe even some…
Dividends & Buybacks Are Picking Up At Last
Dividends and buybacks are starting to make a comeback after getting shrunk during the early pandemic market rout last year, says Credit Suisse’s chief US equity strategist Jonathan Golub, as…