In a recent Bloomberg article, columnist Barry Ritholtz offers a tongue-in-cheek “after-the-fact explanation in great detail and with complete and utter certainty of what just occurred in the markets, and…
Morgan Stanley Strategist Stays Bearish
Morgan Stanley’s chief U.S. equity strategist Michael Wilson believes that there are “ominous trends occurring under the surface of the major indexes.” This according to an article in Barron’s. These trends,…
Accounting Shenanigans Companies Use to Trick Investors
A Bloomberg Markets Odd Lots podcast last month featured an interview with Howard Schilit, forensic accounting expert and author of “Financial Shenanigans: How To Detect Accounting Gimmicks & Fraud in…
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 Challenges of Market Cycle Timing [2] How to Find Value in a Complicated…
Dalio Talks Debt Crises in New Book
In an interview with CNBC in September, Bridgewater Associates founder Ray Dalio discussed his new book, “A Template for Understanding Big Debt Crises,” in which he shares lessons learned from…
Buffett's Secret to Investing Success
A recent article in Forbes outlines what Warren Buffett frequently cites as the central themes of his investing approach—which can be found in two of his favorite books: The Intelligent…
When Better Profit Margins Aren't Better
A recent article by McKinsey & Company argues that there are times when cost cutting and higher prices can hinder a company’s growth and harm its value. Offering several examples,…
How to Find Value in a Complicated Market Environment
An article in Morningstar outlines a discussion with global equity manager Peter Wilmshurst regarding how his team chooses strong value stocks within an increasingly expensive global environment. Wilmshurst says, “I…
The Best Mutual Funds are Cheap and Boring
Cheap mutual funds may save investors from their worst impulses, says an article in Barron’s. According to the article, investors in the highest-cost funds “suffer the double whammy of first being…
The Hedge Fund Strategy That Isn't Working
Although tracking trends in financial markets was once a profitable investment strategy, the approach has fallen on hard times due to crowding. This according to an article in The Wall Street…