The yield curve—the difference between short-term and long-term government bond yields—is “perilously close to predicting a recession—something it has done before with surprising accuracy,” says a recent article in The…
Most Read Posts on Validea
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Double Edged Sword of Avoiding Value Traps [2] Value Investing Advice from Mohnish…
Housel Compares Expiring and Long-Term Knowledge
In a recent article for The Collaborative Fund, Morgan Housel reflects on the differences between information we retain and that which “expires” in short order. “It’s amazing how much of…
Oil Hedge Funds Struggling
Some of the biggest commodity hedge funds are shutting down despite a rally in raw materials during the past year, according to a recent article in The Wall Street Journal.…
Credit Suisse Investing in Human Capital
In an age when Wall Street seems to be “all-in on electronic training,” Credit Suisse is “taking a different approach to its trading strategy by ramping up on human capital,”…
Hedge Fund Managers See Crisis Brewing
A recent Bloomberg article reports that there is a growing contingent of hedge fund managers who see market chaos on the horizon. The article reports that in May, billionaire George…
The Double Edged Sword of Avoiding Value Traps
By Jack Forehand (@practicalquant) — Value investing is full of pitfalls. It is easy to think that as a value investor all you need to do is buy cheap stocks and…
Federal Debt on a Suicide Mission, Says Gundlach
In a recent webcast, the founder and CIO of DoubleLine Capital says the federal deficit is putting the U.S. on a “suicide mission.” This according to an article in Advisor Perspectives.…
Value Investing Advice from Mohnish Pabrai
Sumzero, an online research platform for professional investors, recently conducted an interview with noted value investor and author Mohnish Pabrai, founder of Pabrai Investment Funds (a group of hedge funds…
Artificial Intelligence and Stocks
Yin Luo, head of quantitative research, economics and portfolio strategy at Wolfe Research, is a longtime champion of artificial intelligence (AI) and its potential to transform investing, according to a…