Market strategist and economist Ed Yardeni says recent concerns about rising interest rates, wages and deficits are “overshadowed by more powerful long-term forces,” according to a recent article in Financial…
Most Read Post on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Devil is Often in the Details in Investing [2] U.S. Companies Facing $4…
Oracle of Oxford is In the Red
A recent Bloomberg article reports that British “master” stock-picker and Buffett disciple Neil Woodford, whose flagship fund had outperformed his peers in 2015, is now “in the red and his…
Buybacks Are Bullish
“If you need a reason to be in stocks right now,” says a recent Barron’s article, “you can look no further than the growing tidal wave of share repurchases.” By…
Canadian Fintech Uses Machine-Learning For Bond Issuance
A financial technology start-up in Toronto wants to change the way corporate bonds are issued, according to a recent article in The Economist. The company, Overbond, uses “machine-learning algorithms powered…
Economists Predict the Next Recession Hits in 2020
The majority of economic forecasters surveyed by The Wall Street Journal think the current expansion will likely end in 2020, “only after setting a record for longevity.” The survey, conducted…
The Devil is Often in the Details in Investing
By Jack Forehand (@practicalquant) — When you look up a word in the dictionary, you expect to get a pretty clear definition of what it means. There obviously is gray area…
Every Investor Should Read These O'Shaughnessy Tweets
In a recent Bloomberg article, columnist Barry Ritholtz references a provocative tweetstorm by famed investor James O’Shaughnessy regarding “investor ignorance.” “The post, as regular readers know,” writes Ritholtz, “was about…
The Stock Market Wants the Midterms to Be Over
In a recent Wall Street Journal article, Mark Hulbert (founder of Hulbert Financial Digest) writes, “The stock market is likely to struggle between now and the Nov. 6 midterm elections,”…
Gundlach Says Don't Focus On the 10-Year Treasury
On a recent investor call, DoubleLine chief investment officer Jeffrey Gundlach argued that investors are wrongly focused on the 10-year Treasury yield breaching 3%, that instead they should be paying…