In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Validea's Justin Carbonneau on Money Life with Chuck Jaffe
On February 10th, 2021, Validea’s Justin Carbonneau appeared on Money Life with Chuck Jaffe. Justin and Chuck discuss: The strength in the overall market and the improved market breadth vs.…
Nir Kaissar on the Value Rebound: When Not If
In the final installment of his three-part article series, Bloomberg columnist Nir Kaissar argues, “like any investing strategy, value disappoints occasionally and sometimes for long periods, but it will be…
Swedroe on the Battle of Factor Models
Although asset pricing models are flawed they can still be useful, according to a recent Advisor Perspectives article by Buckingham Strategic Wealth chief research officer Larry Swedroe. Citing various models…
Melvin Lands $2.75 Billion Backing from Citadel, Point72
After losing about 30% this year, Gabe Plotkin’s Melvin Capital scored a$2.75 capital injection from hedge fund titans Ken Griffin of Citadel and Steve Cohen of Point72 Asset Management. This…
Surge in Small Investing Not Slowing Down
The swell in small investor trading from 2020 has extended into the new year, according to a recent article in The Wall Street Journal, bringing with it opportunities. The article…
Why Investors Should Not Try to Time the Market
A new study shows that attempts to time the market often not only lead to lower returns but to increased volatility as well. This according to a recent article in…
Keeping Your Cool in the Meme Driven Stock Market
The recent market saga associated with shares of GameStop is likely to become a cautionary tale for investors, according to a recent article in The New York Times. “Game Stop…
The Basics of Value Investing
By Jack Forehand, CFA (@practicalquant) When you look at the long-term performance data of the major investing factors, value and momentum typically rise above the rest. A few weeks ago, we began…
Gundlach Calls 2021 The Year of Regime Change
In his January webinar, DoubleLine Capital founder and CIO Jeffrey Gundlach delivered predictions for 2021, including that the market would undergo a “regime change” in which U.S. equities will lag…