The man who made “safe and cheap” a value investing mantra passed away earlier this month, according to a recent Bloomberg article. Whitman created the Third Avenue Value Fund in 1990…
An Interview with Arthur Laffer
A recent article in Barron’s recounts an interview with Arthur Laffer, an economist, who gained notoriety in 1974 by illustrating on a napkin his view on the relationship between growth…
In Volatile Times, Investors are Wooed By Cash
“In a year of rising interest rates, resurgent stock volatility and creeping political risk, many investors are taking solace in dividends,” says a recent article in The Wall Street Journal. As…
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] A Different Definition of Risk [2] Joel Greenblatt Combines Active and Passive Investing [3] Signs…
Active Share Is Not a Silver Bullet
While active share, which measures the extent to which a stock fund’s holdings overlap with a specified benchmark index, can be useful information for investors, a recent article in Morningstar…
Joel Greenblatt Combines Active and Passive Investing
In a recent episode of WealthTrack, Consuelo Mack interviewed Gotham Asset Management’s Joel Greenblatt, who shared his thoughts on active and passive investing and how he has combined the two…
"Black Swan" Investor Says Market Increasingly Fragile
Fund managers who oversee contrarian “tail-risk” funds—those created with the objective of preparing for crisis events—say conditions are ripe for a “full-blown financial earthquake,” according to a recent article in…
Southern Europe Weathering Stormy Markets
As market volatility increases, one region that seems to be keeping a firm footing is Southern Europe, according to a recent article in The Wall Street Journal, that says, “If the…
Signs that a Bear Market May Be Coming
A recent article in Barron’s reports that while a flattening yield curve is “no reason to bail out of stocks,” bond yields could provide investors with “a sell signal in…
A Different Definition of Risk
By Jack Forehand (@practicalquant) — Investment professionals like to use a myriad of fancy terms to measure risk. The problem with almost all of them is that they are in no…