A recent Bloomberg article by Allianz chief economic adviser Mohamed -Erian outlines recent global developments that have “exposed cracks in a seemingly happy” market environment, including: “Brexit, tariffs, currency meltdowns…
Tips for the Contrarian Investor
“Being a contrarian for the sake of being contrarian,” says a recent Morningstar article, “is as likely to lead you to investment errors as it is to get you booted…
Apple Taking a Bite out of its Own Stock with its Buyback Program
Apple has been repurchasing its own shares at what a recent Wall Street Journal article describes as a “furious clip since last year’s tax-overhaul package freed up more than $250…
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 Losing Battle to Consistently Beat the Market [2] Value Investors Face Existential Crisis…
Secrets to High Returns: Has the Hunt for Factors Gone Too Far?
An article in the May issue of the Chicago Booth Review discusses the ongoing discovery of investable factors, which it says are “being discovered almost as quickly as they can…
JPMorgan: Late Cycle Can Bring Big Gains
A recent Bloomberg article addresses the question of whether to “push the sell button on winning trades,” given that the global economy has entered the late stages of the current…
Value Investors Face Existential Crisis
Many investors have “drifted away from the hallmark of value investing championed by the likes of Benjamin Graham and Warren Buffett: actively picking stocks the market has overlooked.” This according…
Small-Cap Picks from Top Global Investor
A recent Barron’s article profiles Magnus Larson–lead manager of the AMG TimesSquare International Small Cap Fund ($1.2 billion)—who has been able to deliver a 13.6% five-year annualized return (reportedly beating…
Everyone Makes Mistakes, Including Warren Buffett
In last month’s Wall Street Journal, columnist Jason Zweig recently wrote, “If I had to write one sentence that is true always and everywhere, it would be this: Smart investors…
Current Stock Valuations Missing $3.4 Trillion in Hidden Assets
A recent Bloomberg article highlights how old accounting rules and metrics are effectively “broken” and creating distortions that are making some company fundamentals look worse than they really are. The…