In a recent article for Institutional Investor, BAM Alliance Director of Research Larry Swedroe included Daniel Crosby’s new book The Behavioral Investor as one of his favorites on the study…
Soros Wagers on Scandal-Hit GAM
Billionaire investor George Soros, who rose to fame in the wake of a successful bet against the Bank of England in 1992, disclosed a 3% stake in the Swiss firm…
Increased Volatility Encourages Stock Pickers
The uptick in market volatility over the past 18 months is leading some individual investors to believe the market has “reached a point where picking the right stocks matters more…
A First: U.S. Passive Matches Active AUM
As of the end of April, assets in passive domestic stock funds reached the level of those held by active managers–$4.3 trillion. This according to an article in Institutional Investor.…
Ray Dalio: Risky Days Ahead in U.S.-China Trade War
Billionaire investor Ray Dalio, founder of Bridgewater Associates, said that he sees the tension between the U.S and China as more than a trade war, adding that more stringent export…
Jim Stack: Market Insights from Montana
A recent article in Barron’s shares market insights from Jim Stack, a Montana-based financial advisor whose money management firm is known for its “willingness to reduce stock exposure when markets…
Short Seller is Betting on Market Crash
In a recent interview with Bloomberg, Horseman Capital’s Russell Clark discussed his long career of being a contrarian and how, “with resolve virtually unheard of in the industry, he’s been…
Silicon Valley Startups Not Convincing Wall Street
The startups being delivered by Silicon Valley aren’t impressing Wall Street, according to a recent article in The Wall Street Journal. The article reports that over the past five years,…
Is Warren Buffett the Greatest Factor Investor?
An article in CFA Institute offers an overview of how Buffett’s Berkshire Hathaway has avoided many of the major pitfalls suffered by other “star” investors and how, from a factor-investing…
Forecasters are Usually Wrong, But Foxes Are Better At It
A provocative article in The Atlantic highlights the unsuccessful track record of “expert” forecasters, regardless of their area of specialty or level of experience. However, the article points out that…