Author and columnist Jason Zweig says that successful investors–such as Warren Buffett and Charlie Munger–can set aside emotions, according to a recent CNBC article. At the recent Evidence-Based Investing conference…
Hulbert: Large Caps Now and Small Caps in January
Small-cap stocks outperform large caps, on average, over the long term, but almost all the small-cap advantage occurs in the early part of the year. This according to a recent…
Cliff Asness Says Stocks and Bonds Will Return only 2%
At the 2nd annual Evidence-Based Investing Conference earlier this month, AQR’s Cliff Asness shared his view that the expensive financial markets will offer weaker returns going forward. This according to…
The Most Hated (And Most Loved) Investing Factor
By Jack M. Forehand (@practicalquant) — Factor investing requires a lot of patience. Despite the fact that research shows that many factors can produce outperformance over long periods of time,…
Institutional Investors Model Good Habits for Individual Investors
The investment protocols followed by large, institutional investors, while seemingly cumbersome, can serve as a good example for individual investors of how to avoid making emotionally-based buy/sell decisions. This according…
Ritholtz on Why We're Bad at Forecasting
Forecasts are unproductive, writes Barry Ritholtz in a recent Bloomberg article, and we should not make investment decisions based on them. Ritholtz offers a list of reminders for readers of…
The Active Versus Passive Debate is Not Binary
By John Reese (@guruinvestor) — There is an undercurrent running throughout the investment community suggesting that active stock-picking is the root of many investor ills, and one that has robbed…
Silicon Valley Continues to Influence Wall Street
The use of alternative data by the active investment community underscores the movement toward alternative data and computer analysis to improve returns and attract clients, according to a recent article…
Where have all the Star Stock Pickers Gone?
By John Reese (@guruinvestor) — The days of the star stock picker are largely gone, but aspects of their investment genius live on in other ways. In the mid to…
Ritholtz on the Question of When to Sell Stocks
The decision of when to sell a stock, according to Bloomberg columnist Barry Ritholtz, is “perhaps the most overlooked and underappreciated problem in finance.” Ritholtz provides a list of questions…