We are usually not ones to practice nepotism, but this discussion with Meb Faber and our founder John Reese is a very good one. The podcast focuses on John’s quest…
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] The Misconceptions About Bubbles [2] Buying the Dip Works, Study Shows [3] Ray Dalio: Recent…
Buying the Dip Works, Study Shows
Analysis conducted by Schroders Plc shows that, after big single-day drops, 12-month S&P 500 returns have been mostly positive, according to a recent article in Bloomberg. The study reflects that,…
Are Risk-Parity Funds Responsible for Recent Market Selloff?
Risk-parity funds, intended to balance portfolios based on asset volatility, were partially blamed for the market’s recent price swings. This according to a recent article in The Wall Street Journal.…
Resist Hysteria During Market Stumbles
Bulls should be “as confident as ever,” writes columnist Nir Kaissar in a recent Bloomberg article. Emphasizing that “panicking is never a good plan when it comes to investing,” Kaissar writes,…
You Might Need Fewer Funds Than You Think
Diversification in a portfolio is a good thing, but only up to a point. This according to a recent article in The Wall Street Journal. With the number of options for…
The Misconceptions About Bubbles
By Jack Forehand (@practicalquant) — Bubble has become one of the most overused words in finance. If you read the financial media, you would likely conclude that we are currently surrounded…
Ray Dalio: Recent Market Dips Are Minor Corrections
The head of Bridgewater Associates, the world’s largest hedge fund, says that “the latest sell-off in stocks and bonds is evidence of typical market behavior in the later parts of…
Bull Market Could End by 2019, Says Guggenheim's Minerd
In a recent interview with Barron’s, Guggenheim managing partner Scott Minerd said he sees upside for U.S. stocks before a recession hits in late 2019 or 2020 that will “derail…
Leon Cooperman Talks Market Movements
In a CNBC interview held last week, billionaire Leon Cooperman shared insights regarding recent market trends and influences. The billionaire founder of Omega Advisors made the following points: FAANG stocks,…