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…
What Gambling and the Oakland A's Can Teach You about the Importance of Process
By Jack Forehand (@practicalquant) — I have a friend who is an infrequent gambler and won money almost every time he went to the casino. He did it by exclusively playing…
Goldman and PIMCO Go for Some Battered Corporate Bonds
Goldman Sachs and Pacific Investment Management Co. (PIMCO) see “safe places, even in corporate bonds, to ride out credit and rate risk that loom large over an aging growth cycle,”…
Are Index Funds as Cheap as You Think?
In a recent Wall Street Journal article, columnist Jason Zweig rebuts an argument that index fund expenses are drastically understated. The argument comes from veteran value investor David Winters, portfolio…
In Today's Market, Dollar Cost Averaging a Better Play Than Lump-Sum Investing
Investors who may be sitting on cash due to nerves about high valuations, rising interest rates and market volatility might be missing out on huge gains, according to Bloomberg columnist Ben…
Sell in May, But Not in the U.S.A.
Outside the U.S., there may be some credence in the saying, “sell in May and go away,” according to a recent article in Bloomberg. “A look at 30 years of data…
Third Avenue Management Founder Martin Whitman Dies at 93
The man who made “safe and cheap” a value investing mantra passed away earlier this month, according to a recent Bloomberg article. Whitman created the Third Avenue Value Fund in 1990…
An Interview with Arthur Laffer
A recent article in Barron’s recounts an interview with Arthur Laffer, an economist, who gained notoriety in 1974 by illustrating on a napkin his view on the relationship between growth…
In Volatile Times, Investors are Wooed By Cash
“In a year of rising interest rates, resurgent stock volatility and creeping political risk, many investors are taking solace in dividends,” says a recent article in The Wall Street Journal. As…
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] A Different Definition of Risk [2] Joel Greenblatt Combines Active and Passive Investing [3] Signs…