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…
Goldman: Buy Stocks on Any Dip
Although the risk of a stock market correction is rising, strategists at Goldman Sachs say that stimulus measures and the “event-driven nature of the economic crisis make a bear market…
A Detailed Look At Joel Greenblatt’s Magic Formula Method – A Model that Blends Value & Quality (Ep. 70)
Joel Greenblatt produced exceptional returns as managing partner at Gotham Capital, a New York City-based hedge fund he founded. The firm averaged a remarkable 40 percent annualized return over more…
Weekly Guru Investor Highlights: Defining Risk, Momentum & Trend Following, Bill Miller & More
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…
Amid Pandemic, Americans Haven’t Drained Retirement Funds
Although Americans did withdraw money from retirement accounts amid the pandemic toward the end of 2020, the increase was modest. This according to a recent article in The Wall Street…
Ray Dalio: Market Ebullience Down in 2021
During a panel at the Future Investment Initiative this month, Bridgewater founder Ray Dalio shared his belief that some of the market’s enthusiasm will wane this year. “The markets won’t…
Vanguard Expects Value Stocks to Emerge from Coma
In its 2021 outlook, index fund “powerhouse” Vanguard Group predicted that “the end of the value coma is coming,” according to a recent article in MarketWatch. The group wrote, “Our…
The Other Scarcity Problem for Bitcoin Bulls
While Bitcoin scarcity is viewed by many as an advantage over more conventional assets, a recent Bloomberg article points out that as the value of the asset class rises, it…
Value is the Main Reason Quants Have Performed Badly
Researchers at BNP Paribas Asset Management have found that the value factor was to blame for the underperformance of quantitative investing strategies in 2020. This according to a recent article…