An article in Bloomberg offers ideas from a panel of experts regarding where to invest $10,000 in today’s financial markets. “It’s a challenging period, ” the article contends, “and an…
Richard Bernstein: Income-Chasing a Losing Approach
At a recent press luncheon sponsored by Eaton Vance, Bernstein Advisor CEO Richard Bernstein argued that financial advisors and investors who have “spent the last two years looking for income…
Investing Strategies of American Billionaires
An article in last month’s Forbes offers a synopsis of the investment approaches of some of our country’s prominent billionaires: Warren Buffett, CEO of Berkshire Hathaway– Buffett uses a “common-sense…
How to Survive a Bear Market Attack
A recent article in Advisor Perspectives discusses how investors can protect themselves from a bear market (defined as a 20% or higher decline in stock prices). The article offers the…
When Hypothetical Becomes Real
By Jack Forehand (@practicalquant) — The day you begin to follow a new investment strategy is typically a day of optimism. You have done your research, you have looked at the…
Mohnish Pabrai's Ten Commandments of Investment Management
In a presentation to Boston College’s Carroll School of Management last month, Pabrai Investments Funds founder Mohnish Pabrai outlines his Ten Commandments of Investment Management: Thou shall not skim off…
Zweig and Grant on the Pressure to Go Passive
On a recent episode of WealthTrack, Consuelo Mack interviewed financial journalists Jason Zweig and James Grant regarding the lagging performance of value stocks and the pressure to move to passive…
How This Emerging Market Selloff is Different
A recent article in The Wall Street Journal addresses the current selloff in emerging markets stocks and how it differs from past routs. “The deepening selloff in emerging markets this…
Learning from the Mistakes of Legendary Investors
In a recent issue of the AAII Journal, author Michael Batnick highlights missteps made by investing legends as outlined in his book Big Mistakes: The Best Investors and Their Worst…
Contrary to Pew Findings, Pension Funds Should Have Alternative Investments
An article in Bloomberg refutes the claims by a Pew Charitable Trust report that was subtitled, “Substantial investments in complex and risky assets exposes fund to market volatility and high…