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7 years ago
Gundlach Says Stocks Could Be "Burnt Out"

In a webcast last month, DoubleLine Capital co-founder Jeffrey Gundlach warned investors that too much stimulus could backfire, citing how the U.S. deficit has grown along with S&P returns. This…

7 years ago
Bull Market Money Managers: Clients or Convictions?

In an article for Bloomberg, columnist Nir Kaissar discusses the quandary faced by many money managers who have seen the S&P 500 outperform other investments over the last decade. “No…

7 years ago
Comparing Strategy Performance of Bernstein, Swensen, Browne and Swedroe

An article in Wealthmanagement.com compares the performance of four financial gurus by outlining a simulation of their signature portfolios “using readily available index funds and grantor trusts, annually rebalanced from…

7 years ago
S&P Global Says Watch for Aggressive Private Equity Tactics

According to an article in Institutional Investor, a new report published by S&P Global Ratings suggests “It might be worth questioning the earnings of companies being bought by private equity…

7 years ago
Five Questions: Value Investing with Wes Gray

By Jack Forehand (@practicalquant) —   This is the first interview in our new Five Questions series. Each month, we will take an in depth look at a specific issue in the…

7 years ago
Three Ways to Improve Decision-Making

In his new book Farsighted: How We Make the Decisions That Matter the Most, author Steven Johnson offers case studies on some of life’s most important decisions and examines the…

7 years ago
U.S. Corporate Earnings Trend Could Be Short-Lived

In a recent article for Financial Advisor magazine, Robert Shiller discusses whether today’s share prices are justified by the growth in reported earnings. “With prices and earnings moving together on…

7 years ago
Most Read Posts on Validea's Guru Investor

Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Inexact Science of Market Valuation [2] The Mental Roadblocks Faced by Investors [3] Quant…

7 years ago
PIMCO Strategist on Potential in Short-Term Bond Market

In a vlog posted in July, Jerome Schneider, head of short-term portfolio management for PIMCO, argues that the front end of the U.S. bond market may provide investors a good…

7 years ago
Hulbert: Is the Traditional Method for Measuring Value Stocks Wrong?

In an article for The Wall Street Journal, columnist Mark Hulbert addresses what he describes as the “urgent” question of whether value investing or dead or merely suffering from an…

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Recent Original Research
July 6, 2025
Ten Top High Shareholder Yield Stocks – July...
Shareholder yield offers investors a complete picture of how companies create value for their shareholders relative to market capitalization through three key mechanisms. Companies can return cash directly via dividends paid from profits. They can buy back...
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The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
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Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
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