In two months, the stock market’s recovery from the financial crisis will reach nine years, according to a recent CNBC article. “To be aggressively optimistic on this stock market now…
The Case for Value Stocks
By Jack Forehand, CFA (@practicalquant) — Value stocks have lost their mojo. After an extended period from 2000 to 2007 where they outperformed growth stocks by a wide margin, they…
The Stock Market Party Must Eventually End
The market’s continued gains may “not be such good news for investors,” according to a recent article in The New York Times. The article offers insights of market historian and…
Small-Cap Ratings Often Fall Short
The correlation between analyst ratings of small-cap stocks and the subsequent returns of those stocks showed no statistical significance, according to analysis conducted by Barron’s. “In most cases,” the article…
Hedge Fund Titan Ray Dalio Says American Debt Likely to be a Drag on Growth
Although Bridgewater Associates founder Ray Dalio doesn’t see a market crisis in the near term, he believes that Americans have accumulated more debt than their assets and income can support.…
Jeremy Grantham Says Market Has More Upside
In a recent essay, GMO co-founder and chief investment strategist Jeremy Grantham offered insights on the market by “looking very hard at all the great bubbles of the past,” and…
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 Realities of Mean Reversion [2] A Fund that Profits from Investor Mistakes [3] Combining Active…
Market Experts Offer Predictions for 2018
A recent article in Money shares the views of a panel of market experts (including Rob Arnott, Jim Paulsen and Liz Ann Sonders, among others) regarding the state of the…
Top Performing Stock Fund Ignores Research
Kurt Kara, head of value equities at Copenhagen-based Maj Invest, considers reading brokerage research and meeting company CEOs a waste of time, according to a recent Bloomberg article, and the…
Four Top Fund Managers Advise Caution in 2018
A recent Bloomberg article shares market insights from six of the world’s top fund managers, four of which are “asking their clients to be cautious in 2018.” The four with…