A recent Morningstar article offers insights from senior analyst Gregg Warren regarding the impact the pandemic will have on Berkshire Hathaway. Here are some highlights of Warren’s comments: It is…
Excess Returns, Ep. 24: The Pros and Cons of Factor Timing
We are all trained to buy low and sell high, and it is tempting to conclude that we can do the same thing with factors. But the research suggests that…
Respected Model Flashes Bullish Stock Outlook
The Value Line Investment Survey, a respected market timing model that “has an excellent track record predicting the market’s return” is predicting that the median U.S. stock will “produce an…
Small Caps’ Collapse and What’s Behind It
A recent article in CityWire examines why the small-cap Russell 2000 index has underperformed its large-cap counterpart over the long-term, contrary to the widely accepted view introduced by Nobel laureates…
Sam Zell: Pandemic to Permanently Scar Economy
Billionaire Sam Zell, known for buying distressed real estate, said the coronavirus pandemic will impact the economy the same way the Great Depression did 80 years ago, with lasting changes…
Famous Poker Player Helps Investors Play Tough Hand
In recent interview with Barron’s, award-winning poker player Annie Duke shares insights about how investors can remove emotions from decision-making and “how global markets are really just one giant poker…
Ask Which Market Your Fund is Beating
In a recent Wall Street Journal article, columnist Jason Zweig highlights and questions the fee practices of a Putnam Investment mutual fund, noting that the interests of fund managers and…
Ray Dalio Explains Changing World Order
Billionaire investor Ray Dalio’s upcoming book, “The Changing World Order” attempts to explain how “money, credit and debt work” by sharing his work with historians and political experts to “connect…
The Misuse of Market Valuation
By Jack Forehand, CFA There is perhaps no piece of information that is more misused in equity investing than the valuation of the market. Whether someone has an agenda to show…
Validea Webinar: A live walk-through of the tools & research found on Validea
Learn how investors utilize our guru and factor strategies, model portfolios, stock screens and other stock research and analysis tools on Validea. When: Tuesday, May 12th @ 1pm ESTHost: Justin…