A recent Wall Street Journal article outlines findings of a research paper published earlier this year that challenges widely held beliefs about market “anomalies.” According to the article, the researchers…
Nasty Capital Gains Season is Underway
A rising stock market carries with it some hefty tax bills for mutual fund shareholders, according to a recent Morningstar article. Many active funds have been dealing with asset outflows…
Insights from Fidelity's Veteran "Low-Price" Fund Manager
In a recent Wall Street Journal interview with Joel Tillinghast, the 28-year veteran manager of Fidelity’s Low-Priced Stock Fund discussed his view that investing is “as much about avoiding mistakes…
The Importance of Expectations in Investing
By Jack M. Forehand (@practicalquant) — To make money in the markets, one needs to be an independent thinker who bets against the consensus and is right. – Ray Dalio…
Is Value Investing Dead?
Reporting on a Goldman Sachs study published a few months ago, a recent article from the Wharton School addresses the underperformance of value compared to growth strategies. The Sachs report,…
Does GMO's Jeremy Grantham See a Bubble Coming?
GMO’s Jeremy Grantham says stocks and bonds will “fail to generate inflation-beating returns over the next seven years, but he doesn’t see an imminent crash in share prices,” according to…
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 Most Hated (And Most Loved) Investing Factor [2] The Biggest Failure of…
This Bull Market Isn't Happy
The current bull market’s backdrop of low volatility, high valuations, and tightening monetary policy are worrisome factors for some in the investment community, according to a recent article in The…
Zweig on Buffett and Bitcoin
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…