Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] I Think, I Know, I Have No Idea [2] Tips for the Contrarian Investor…
The Future of Berkshire Without Buffett
Barron’s recently invited readers to submit letters they might write to Warren Buffett. One, which they published in June (by writer Andrew Bary), suggested that Berkshire shareholders might derive some…
Fidelity Uses Star Managers for New Fund
A new Fidelity mutual fund that will be available only to Canadian investors will be run by two of the firm’s most successful managers, William Danoff and Joel Tillinghast. This…
Slower Earnings Growth Will Test Bull Market
Many analysts say that the rapid growth in U.S. corporate earnings may have peaked in the first quarter of this year, according to a recent article in The Wall Street…
Ritholtz Ranks What Helps or Hurts Investment Returns
In a recent Bloomberg article, columnist Barry Ritholtz ranks those factors that he believes drive investment portfolio returns. “An unexpected challenge in performing this exercise,” writes Ritholtz, is a tendency…
Swedroe Talks Factors and Fixed Income
In a recent article for ETF.com, BAM Alliance director of research Larry Swedroe discusses how factor investing can apply to the bond market, even though it has been slower to…
Morningstar: Investors are Making Better Use of Their Funds
A recent article in Morningstar highlights the firm’s research into historical trends in fund investor returns which show, “times have been good lately, and we can see that in a…
I Think, I Know, I Have No Idea
By Jack Forehand (@practicalquant) — There are some areas of life where you can never have all the answers – no matter how much you know, how smart you are, or…
Research Affiliates Says Spread Factor Bets
At the 30th annual Morningstar Investor Conference held last month, passive strategist Adam McCullough interviewed Feifei Lee, director and global head of Research Affiliates Investment Management Group about her firm’s…
El-Erian: Factors that Could Disrupt Global Growth
A recent Bloomberg article by Allianz chief economic adviser Mohamed -Erian outlines recent global developments that have “exposed cracks in a seemingly happy” market environment, including: “Brexit, tariffs, currency meltdowns…