While the rising yield on the 10-year Treasury is a sign that investors are confident in the U.S. economy, a recent Barron’s article warns, “It’s also a good time to…
Ed Yardeni Weighs in On Investing
In a recent episode of WealthTrack, Consuelo Mack interviewed economist and strategist Ed Yardeni, President of Yardeni Research, and asked him about the metrics he thinks are important for investors to…
Berkshire Hathaway Annual Meeting Highlights
The Berkshire Hathaway annual meeting took place this past weekend in Omaha, Nebraska. Here are some of the biggest takeaways (according to articles from The Wall Street Journal, CNBC, Yahoo Finance…
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] What Gambling and the Oakland A’s Can Teach You about the Importance of…
The Former CEO of Alliance Bernstein on Pay-For-Alpha Fee Structure
A recent Bloomberg article recounts an interview with Peter Kraus, the former CEO of Alliance Bernstein and the man who advocated for performance-based fees for fund managers. While Morgan Stanley…
Investing: A Historical Perspective
An article in CFA Institute provides a historical overview of the finance industry over the past century, assigning memes to different periods: “Diversify Thy Portfolio: 1924-1974”—The invention of the first…
The Active Money Manager Model No Longer Works
“Active money managers have underperformed benchmarks for far too long in one of the greatest bull markets in history,” according to a recent article in Bloomberg. As a result, the…
Value May Be Poised for Performance Over Growth
As investors are drawn to defensive investments, value stocks may make a comeback beginning this year, says one portfolio manager at Perkins Investment Management in Chicago. This according to a…
How 3% Yields Could Change the Investing Landscape
Rising Treasury yields are “prompting investors to dust off their playbooks for how to trade in an era of relatively higher rates,” according to a recent Bloomberg article. The article…
Ken Fisher: Stock Buybacks Are Not Evil
In a recent USA Today article, famed investor Ken Fisher argues against the stance of some politicians that share buybacks should be banned, instead declaring they’re “great—for everyone. When firms…