A recent Barron’s profile of Vanguard founder and indexing pioneer Jack Bogle offers an overview of the industry legend’s career as well as the contributions—and controversy—surrounding his market views. The…
Investor Lessons from the Summer of '69
According to BlackRock Inc. strategists, similarities between the late sixties and today are raising concerns regarding the implications of rising inflation expectations and bond yields, says a recent Bloomberg article. “The…
Some Thoughts on Howard Marks’ Most Recent Memo
By Jack Forehand (@practicalquant) — Howard Marks’ memos provide some of the deepest and most thought provoking insights in the investing world today. They are on par with Warren Buffett’s annual…
Big Oil and Big Tech Offer Different Opportunities for Investors
“There are two great times to make money in stock markets,” according to a recent article in The Wall Street Journal: “the post-crash rebound and the end-of-cycle excess. Oil and technology…
The Tarnishing of David Einhorn
A recent article in Institutional Investor chronicles the fall-from-grace of hedge fund legend David Einhorn, billionaire founder of Greenlight Capital. “It takes a certain amount of self-confidence to think you’re…
CalPERS Urged to Exceed 7% Return Projections
Concerns that municipalities won’t be able to meet pension payment requirements has led the League of California Cities to urge the CalPERS Investment Committee to think “out of the box”…
Small Caps Outpacing Multinational Peers
Small cap stocks are climbing, a departure from last year’s dip as investors channeled money into larger multinational companies poised to benefit from global economic growth. This according to a…
Swedroe Addresses Indexing Concerns
In a recent article for ETF.com, Larry Swedroe breaks down concerns regarding passive investing, including the notion that it has “become such a force that the market’s price discovery function…
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] Common Mistakes in Factor Investing [2] How Companies Fool Investors with Profits Fad [3] Indexing…
Will a Stock Exodus Follow Rate Hikes?
In a recent Barron’s article, financial analyst Mark Hulbert wrote that many of the investment advisors he monitors on a regular basis are concerned that high interest rates will entice…