When quantitative equity funds experienced a meltdown ten years ago, Goldman Sachs (among the hardest hit) “began to rebuild the strategies with less leverage and more diversity,” according to a…
Master Investors Marks, Dalio & Gundlach Issue Cautionary Views on Markets
By John P. Reese — The waning days of August leave many parents looking forward to the start of school and many investors bracing for September, the month that is…
Indicators of a Market Top
Market tops tend to have three characteristics in common, and only one of them is reflected in the current environment, according to a recent article in Barron’s. The article cites…
Paul Tudor Jones See Struggles in Main Fund
The billionaire fund manager who “helped give rise to the hedge fund industry saw clients pull about 15% of their assets from his main fund in the second quarter,” according…
Investor Behavior Shows Delayed Reaction to News
A new study by Columbia Business School economists shows that the influence of news on financial markets is “often greater a year after the report than a month,” according to…
Hulbert on How to Boost Returns with Lower Risk
The founder of The Hulbert Financial Digest calls into question the idea that lower risk leads to lower returns, according to a recent MarketWatch article. “I know, I know” Hulbert…
Investors: Become "Unshakeable" With These Five Investing Commandments
By John P. Reese — Keep Calm and Carry On was a motivational poster produced by the British government in 1939 in preparation for World War II. The poster was intended to raise the morale of the British…
Paul Singer on the Threat of Passive Investing
The hedge fund manager and founder of Elliott Management Corp. argues that passive strategies don’t represent investing per se and that “index fund providers don’t have incentive to push companies…
There’s One Investing Edge Left – And Anyone Can Capitalize On It
By Jack M. Forehand — “In investing, what is comfortable is rarely profitable.” – Rob Arnott Wall Street has become an incredibly difficult place for anyone to get an edge.…
Buffett's Favorite Words
In March, data scientist Michael Toth conducted a sentiment analysis on Warren Buffett’s annual letter to Berkshire Hathaway shareholders (dated from 1977 to 2016) to identify the billionaire’s most commonly…