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…
The Challenges of Market Cycle Timing
By Jack Forehand (@practicalquant) — Everyone wants to follow the investing advice of market legends. After all, that level of success is typically not achieved by accident. Investors want to learn…
How Many Stocks Does it Take to Be Diversified?
“Many people believe that diversification beyond 10 or 20 securities is superfluous despite clear research indicating that the opposite is in fact the case,” says an article in the July…
Greenblatt Mixes Active and Passive in One Fund
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…