By Jack M. Forehand — As I discussed in my Best Investing Podcasts article last week, podcasts have become a great source of investing knowledge for me. The format allows…
REIT Outperforms Through Active Management
As active stock managers continue to face competition from low-cost index funds, some firms have managed to outperform benchmarks by using “specialized expertise and fundamental research in sectors like real…
Poor Market Breadth is Sign of Pullback, But No Bubble Envisioned
A series of “worrisome signals” are pointing to weakening market momentum and a possible pullback, according to a recent article in The Wall Street Journal. The signals are as follows:…
Dalio and Gundlach Say Emerging Markets are Risky
A host of concerns across the globe are raising red market flags for heavy-hitting investors such as Ray Dalio and Jeffrey Gundlach, says a recent Bloomberg article. Among the concerns;…
Preserve and Grow Your Wealth With Good Habits & Discipline
By John P. Reese — In a classic episode of the comedy television series Seinfeld, Jerry is told by a rental car agent that although they had his reservation in…
GMO Paper Says Indexing the S&P 500 is Risky
A comprehensive white paper published by GMO’s Matt Kadnar and James Montier in August—arguing against a predominantly index-focused investment strategy–was condensed in a recent MarketWatch article. The article quotes the…
U.S. Equity Funds Suffering Extended Run of Outflows
Investors pulled $2.6 billion from U.S. stock funds for the 10th week in a row, according to a recent Bloomberg article (based on data as of August 23rd outlined in…
Gundlach Says Now is the Time for Caution
In a phone interview with Bloomberg earlier this month, Jeffrey Gundlach said, “This is not the time period where you say, ‘I can buy anything and not worry about the…
What A 238 Mile Sailboat Race Can Teach About Investing
By Jack M. Forehand — I have raced sailboats since I was 12 years old. It has always been a passion of mine. The combination of being on the water…
Hulbert: Small Cap Sector Shockingly Overvalued
In a recent MarketWatch article, Mark Hulbert reveals a revised calculation that the small-cap sector is currently valued at a whopping 78.7 times earnings. He writes, “the Russell 2000’s true…