The majority of economic forecasters surveyed by The Wall Street Journal think the current expansion will likely end in 2020, “only after setting a record for longevity.” The survey, conducted…
The Devil is Often in the Details in Investing
By Jack Forehand (@practicalquant) — When you look up a word in the dictionary, you expect to get a pretty clear definition of what it means. There obviously is gray area…
Every Investor Should Read These O'Shaughnessy Tweets
In a recent Bloomberg article, columnist Barry Ritholtz references a provocative tweetstorm by famed investor James O’Shaughnessy regarding “investor ignorance.” “The post, as regular readers know,” writes Ritholtz, “was about…
The Stock Market Wants the Midterms to Be Over
In a recent Wall Street Journal article, Mark Hulbert (founder of Hulbert Financial Digest) writes, “The stock market is likely to struggle between now and the Nov. 6 midterm elections,”…
Gundlach Says Don't Focus On the 10-Year Treasury
On a recent investor call, DoubleLine chief investment officer Jeffrey Gundlach argued that investors are wrongly focused on the 10-year Treasury yield breaching 3%, that instead they should be paying…
A Change in Hedge-Fund Fee Structure is Afoot
In a recent Bloomberg article, columnist Barry Ritholtz underscores his long-standing criticism of the traditional “2 and 20” hedge-fund industry fee structure as “expensive and unnecessary.” Expensive, Ritholtz writes, “because…
U.S. Companies Facing $4 Trillion in Refinancing
A recent Bloomberg article reports that U.S. companies will need to refinance an estimated $4 trillion in bonds over the next five years (according to Wells Fargo Securities), a concern…
Pension Fund Promises Don't Reflect Reality
“The value of investments by public pension funds declined last quarter, widening the gap between what these funds say they will earn and what they actually make,” according to a…
Most Read Post on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Why What Sells Isn’t What Works in Investing [2] Lessons on Warren Buffett’s Success…
Loomis Sayles' Bond Manager on Trade
John Waggoner of Investment News recently spoke with Dan Fuss, a bond expert and 42-year veteran of Loomis Sayles, about new risks facing investors. Here are some highlights: Fuss expects…