Wall Street’s quant investors are divided concerning which side of the U.S. business cycle to bet on—and both sides are making what a recent Bloomberg article describes as “high-stakes” calls.…
The Small-Cap Rally Mystery
Small caps have had a good year so far, but the reasons investors favor this asset class may not explain its outperformance, according to a recent article in The Wall…
Sears' Troubles Make Indexing More Attractive
It’s harder than ever for stock investors to beat an index fund because of what has become a “Winner Take All” economy in which relatively few large players are dominating…
Municipals Offer Safe Yields
For many investors, the new tax law makes investing in municipal bonds “more sensible than ever,” according to a recent article in Barron’s. “The norm for muni-bond yields these days—about…
Are Active Funds Really Dead?
A recent article in Morningstar.com offers insights regarding industry claims that investors are “fleeing active funds in droves, but concludes that the outlook isn’t as bleak as some might suggest.…
Mark Hulbert Offers Stock Trading Secret
In a recent article for MarketWatch, financial analyst and journalist Mark Hulbert describes what he calls the “market-timing industry’s dirty little secret: bear markets and increased volatility are good for…
Tools You'll Need for the Next Bear Market
By John Reese (@guruinvestor) — Hoping for the best but preparing for the worst is a good rule-of-thumb, a maxim that can help us stay measured and mindful when it…
Emerging Markets in Tough Spot, Says Harvard Professor Reinhart
The investment opportunity many see in emerging markets is being called into question by Cuban-born economist and Harvard professor Carmen Reinhart. This according to a recent Bloomberg article. Reinhart cites…
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] Some Thoughts on Howard Marks’ Most Recent Memo [2] The Future of Factor Investing…
The Future of Factor Investing
A recent article in Advisor Perspectives offers a number of insights regarding factor investing: Data mining, it argues, represents a “huge risk” in factor-based investing. “Many factors have proven to…