Interest rates are now more important than profits for stock performance, according to a recent article in The Wall Street Journal. “The first quarter was very good for U.S. companies,…
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] How Long is Long Term in Investing? [2] Yardeni Says Inflation is Dead [3] Will…
How Long is Long Term in Investing?
By Justin J. Carbonneau (@jjcarbonneau) — As investors, we are taught to try and think long term. The story goes something like this — invest in stocks, stay disciplined and…
Chinese Stock Market a Step Closer to Global Community
A recent Bloomberg article says, “China’s stock market is about to go global like never before,” reporting that on June 1st MSCI, Inc. added more than 200 locally-listed Chinese companies…
Institutional Investor's Rich List
In May, Institutional Investor published its “Rich List” of the world’s 25 highest-earning hedge funds– which, it reports, earned a total of $15.38 billion (approximately $615 million each). In order…
Stocks Aren't Reflecting Improving Earnings
An article in Bloomberg addresses the question as to why “impressive corporate earnings results nor the synchronized pickup in global growth nor record levels of stock buybacks by companies has…
A New Generation of Hedge Funds
Ralph Arndt, CIO of Australia’s Future Fund, an A$166 billion ($125.3 billion) sovereign wealth fund, sees hedge fund investment as a “necessary tool to help reduce risk while providing uncorrelated…
Will Passive Investing Become an "Expensive Mistake?"
A recent article in Advisors Perspectives shares an interview with fund managers Matthew McLennan and Kimball Brooker, Jr. of First Eagle’s Global fund, which holds over $55 billion in assets.…
Private Equity is Losing Its Appeal, But You're Already Invested
“Even if you’ve never talked to a fund manager, or don’t have any idea what a leveraged buyout is, your financial future still depends on this enigmatic world of finance,…
Is the Bull Market Tired?
A recent Bloomberg article claims that individual investors are making professional traders “nervous” this year. “Small investors’ recent interest in stock picking stands in contrast to the long-term trend in…