By Jack Forehand (@practicalquant) — It was November 2016. After improbably winning the Republican nomination, Donald Trump was a significant underdog in the general election. Almost every pundit gave him very…
Former Fed Policy Makers Voice Concern About Next Crisis
A recent Bloomberg article reports that Ben Bernanke, Timothy Geithner and Henry Paulson “all voiced varying degrees of concern about America’s ability to combat another financial meltdown 10 years after…
Financial Reporting for the Digital Age
A recent article in the Harvard Business Review discusses the need for financial statements to capture the value of modern tech companies, sharing insights on the subject that were gathered…
Gundlach: A Recession is Getting Closer
A recent Barron’s article featured an interview with DoubleLine Capital founder Jeffrey Gundlach, who says the U.S. is getting closer to a recession. Here are some highlights: The economy and markets:…
Vanguard: The Future of Active Management
A recent article in ETF.com offers Vanguard’s perspective on the history of active management and why it has a future. “Active management will survive, and maybe thrive, if it’s available…
Leuthold's Paulsen Sees Recession Red Flag
“For the first time since before the 2007-2009 recession, premiums on the lowest-rated tranche of investment grade U.S. corporate bonds have risen to 2 percent after being below that level,”…
BAM's Swedroe Discusses Size Effect
In an ETF.com article on size effect, BAM director of research Larry Swedroe discusses the ongoing debate on the size effect—the phenomenon whereby small-cap stocks on average outperform large-cap stocks…
FOMO Drives Stocks
A small percentage of stocks account for most of the market’s gains, putting pressure on investment managers. This according to a recent article in The Wall Street Journal. “Fear of…
Bill Ackman's Possible Comeback and How Investors Could Benefit
The hedge fund titan that in recent years has endeared significant losses, and investor exodus and a failed activist campaign could be making a comeback, according to a recent article…
Most Viewed Posts on Validea
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] 10 Reasons Why It’s Tough to be a True “Intelligent Investor” [2] Bill Miller…