An article in The Sydney Morning Herald offers a profile on Australian hedge fund manager and “fraud-hunting short seller” John Hempton, a self-described eccentric who, while known mostly for his…
Housel on the Strength of Compounding on a Small Base
In a recent article for the Collaborative Fund, Morgan Housel addresses the topic of compounding through several interesting anecdotes about ice ages and Warren Buffett, among others. A hundred years…
Summers Says Next Recession Could Be Longer Than Last One
Former Treasury Secretary Larry Summers believes that the next U.S. recession could “drag on longer than the last one that stretched 18 months.” This according to a recent article in…
Artificial Intelligence is About to Hit Your Portfolio
“Ask almost any money manager what they’re most interested in these days and it’s not proselytizing new investing styles—it’s artificial intelligence,” says a recent Barron’s article. “Artificial intelligence is the…
Factor Investing Tips
For investors interested in factor-based strategies, a recent Barron’s article suggests that it can “take longer than most investors are willing to wait for signs of success.” The article cites…
Stocks are Showing More Volatility
Investors are seeing more volatility than they expected in the stock market this year, according to a recent CNBC interview with LPL Financial’s Ryan Detrick (outlined in CNBC.com). According to…
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] The Market May Not Be As Expensive As You Think [2] How to Keep…
Bonds Still a Reliable Safe Haven
After years of market calm, volatility is back, but investors’ faith in bonds has been “shaken” by years of low interest rates, according to a recent Bloomberg article. But the…
Larry Swedroe: Value Premium Still Exists
In a recent article in ETF.com, BAM Alliance’s director of research shares insights on the state of the value premium in today’s market. Swedroe explains that “even though the value…
Shades of the Swinging Sixties Raise Inflation Fears
A recent Bloomberg article underscores the similarity between today’s market conditions and those of the 1960s; specifically, how low unemployment set inflation on an upward run, “virtually doubling over the…