Emerging market stocks are “taking the brunt of investors’ fears,” writes Nir Kaissar in a Bloomberg article last month, noting a drop in the MSCI Emerging Markets Index on a year-to-date…
Earnings Are Booming But Stocks Are Not
A recent article in The New York Times says, “Investors are not rewarding American corporations for the best profits they’ve reported in years,” noting that 87 percent of companies reported…
Co-Manager of Bond Fund with 8% Returns Shares Market Insights
Although emerging bond funds have hit a rough patch, many EM economies are in a growth spurt, “supported by healthy demand for commodities and other exports in end market such…
Public Pensions' Strong Performance Unlikely to Last
The two biggest public pension funds in the U.S. are performing better this year but the performance is not likely to last, according to an article in The Wall Street…
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] Lessons Learned Since the Financial Crisis [2] Index Funds Will Be Fine [3] Jorge Paulo…
Stock Investors: Don't Fear Flattening Yield Curve
An article in last month’s Barron’s offer six reasons why equity investors should not be put off by a flattening yield curve (the difference between the yields on the 10-year and two-year…
Morningstar's Rekenthaler on Economic Predictions
A recent article by John Rekenthaler of Morningstar begins: “Economic predictions are wonderfully useful…after the fact.” He discusses hindsight bias, and how “history gives a simple picture of that which…
Jorge Paulo Lemann Says "Era of Disruption" Surprised 3G Capital
At this year’s Milken Institute Global Conference, 3G Capital co-founder Jorge Paulo Lemann described himself as a “terrified dinosaur” with respect to the “craft brand-driven changes in tastes and in…
Cooperman's Omega Fund Converts to Family Office
In a recent letter to investors, hedge fund manager Leon Cooperman announced that he will convert his Omega Advisors (which oversees $3.8 billion) into a family office at the end…
Lessons Learned Since the Financial Crisis
By John Reese (@guruinvestor) — It’s been over a decade since the financial crisis that led to the deepest economic downturn since the Great Depression, one that pulled the financial…