An article in Barron’s profiles the evolution of the Gotham index Plus fund, which was created by Gotham Asset Management founder Joel Greenblatt in an effort to “marry the steadiness…
How Gold Performs in Different Market Scenarios
Proactive Advisor recently published part of a white paper authored by active money manager Flexible Plan Investments regarding what it terms the “gold debate”—a “broad overview of the tangible benefits…
Could Index Investing Miss the Best Stock Bets?
A “comeback could be in the offing for active managers amid higher market volatility and ongoing geopolitical risks,” according to an article in Barron’s. The article quotes global macro strategist…
David Einhorn Favoring Retail Over Tech
In the second quarter, David Einhorn’s Greenlight Capital sold tech stocks in order to buy retail shares, according to a public filing of its holdings as reported in a recent…
Ritholtz: Index Funds Can Weather Cruel Markets
In an article for Bloomberg, columnist Barry Ritholtz debates the claim that passive investors will bear the brunt of an equity slump. Specifically, Ritholtz refutes the argument presented by Times…
Market Wisdom from Howard Marks
In a recent podcast, author Tim Ferris interviews Howard Marks to discuss the Oaktree Capital co-founder’s views on investor psychology, his new book Mastering the Market Cycle: Getting the Odds on…
Hulbert's Observations from Tracking Investment Newsletters
A recent article in the AAII Journal outlined an interview with Mark Hulbert (of Hulbert Financial Digest) in which the MarketWatch senior columnist shared lessons learned during his years of…
Investors as Bullish on US Stocks as in January 2015
Professional investors have turned bullish on U.S. stocks, their enthusiasm “fed by an especially buoyant earnings season that is offsetting other concerns,” says an article in CNBC.com. “Domestic equities are holding…
Larry Jeddeloh: New Era for Markets is Here
A Barron’s article from August outlines an interview with Larry Jeddeloh, founder of the Institutional Strategist newsletter and the research firm TIS Group, in which he shared insights regarding the…
Relative Performance of Growth vs. Value Stocks
A CFA Institute article poses the question: does the long run of growth stock outperformance suggest that value stocks must be due for an uptick? Although growth stocks have outperformed…