By Jack Forehand, CFA One of the major changes I have made in my life in the past few years is that I have significantly increased my focus on learning. In…
Morningstar Forecasts Strong Economic Recovery over Long Run
According to a recent Morningstar article, the firm’s U.S. Market Index has “come thundering back since its late March nadir and is now down merely 7% year to date, even…
Return Gap Between Value and Growth at 25-Year High
The coronavirus pandemic has only deepened the performance gap between value and growth investing, which is now at the widest point in 25 years. This according to a recent article…
Buffett’s Berkshire buys Dominion Energy
In its first major acquisition since the coronavirus pandemic struck, Berkshire Hathaway has agreed to purchase natural gas transmission and storage assets of Dominion Energy for $4 billion, according to…
Expected Wave of Corporate Failures Stays at Bay
As the coronavirus crisis continues to affect U.S. companies and trigger defaults and bankruptcy filings, a recent article in The Wall Street Journal reports that, for the most part, “the…
Rob Arnott Expects Miniscule Returns in Next Decade
In contrast to the average 16% annualized returns the S&P 500 delivered over the past 11 years, Research Affiliates founder Rob Arnott expects paltry returns in the coming decade. This…
The Stock Market Will Predict 2020 Presidential Winner
A study by LPL Financial shows that if the S&P 500 is up three months before election day, the incumbent party nearly always wins. This according to an article in…
Excess Returns, Ep. 31: Can You Quantify Warren Buffett?
In this episode, we are going to try something a little different. Our goal at Validea is to capture quantitative strategies that work over the long-term. To do that, we…
Where Will the Stock Market Be in Six Months? No One Can Agree
A fifth of respondents in a recent survey predicted the S&P 500 will be up more than 10% by the end of this year, about the same number who predict…
The “Value” Phoenix May Rise
A recent Advisor Perspectives article argues that the value investing strategy shouldn’t be counted out just yet. “We have seen flickers of value’s reemergence,” it reports, adding, “After outperforming momentum…