According to Bloomberg columnist Barry Ritholtz, hedge funds are selling public pension funds “an inflated estimate of expected returns,” adding that “it is a challenge to explain why so much…
Ritholtz on Market Trends
In a recent interview with NYU professor and research firm L2 founder Scott Galloway, Bloomberg columnist Barry Ritholtz shares insights about investing, current market trends and what may lie ahead.…
Dalio's $22 Billion Bet Against Europe
Billionaire fund manager and Bridgewater founder Ray Dalio is “leading his firm down a path few other funds care to tread,” that involves selling off European holdings to the tune…
Bond Quality Spread Suggests Economic Slowdown, One Expert Says
The difference between junk bond yields and the rate on quality-rated corporate debt suggests that default risks are rising—”an ominous signal for the stock market,” says the Lakshman Achuthan of…
Tracking Errors and What They Mean to Investors
In a recent Morningstar interview, the firm’s director of manager research, Russ Kinnel, defines tracking errors and discusses how they relate to mutual funds. Kinnel differentiates tracking error from standard…
Harvard Alumni Advise Endowment to Buy Index Funds
According to some Harvard University alumni– who have criticized the school’s endowment fund for underperforming the S&P 500 over the last decade—the school should use the savings it gets by…
Hidden Secrets in Warren's Buffett's Annual Letter to Shareholders
By Justin J. Carbonneau (@jjcarbonneau) — Ok, just to be clear there are no real hidden secrets in Warren Buffett’s Annual Berkshire Hathaway shareholder letter (download the full letter here).…
U.S. Market Gurus Say Calm is Illusion
Several stock market gurus are “looking at the risks that still lie ahead in the current relative calm,” according to a recent article in Reuters. The article cites comments from…
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] Some Ideas for Investing in a Low Return Environment [2] Ken Fisher on Bull…
GMO Team Member Says Stocks are "Obscenely Overvalued"
In a paper published earlier this month, GMO’s James Montier argues that the stock market is in the grip of a “cynical bubble,” according to an article in Bloomberg. Montier…