A new research paper by Vanguard provides a framework for the decision between active and passive investing, according to an article on the company’s website. The paper intends to help…
Finding Your Edge a Key to Investing Success
By John P. Reese The mathematician Ed Thorp figured out how to beat Las Vegas casinos at blackjack and baccarat and they didn’t like it. But the MIT and University…
Jason Zweig: Prepare Rather Than Worry About Increased Volatility
The low volatility currently seen in the market is causing concern for many portfolio managers, according to a recent Wall Street Journal article by Jason Zweig. Zweig says many investors…
Inverted Yield Curve as Recession Predictor
Whether or not the yield curve on U.S. Treasuries is inverted can be a useful tool in forecasting the next recession, according to a recent Barron’s article. The inverted yield…
Investing Like Buffett Means More is Not Always Better
By John P. Reese — When Warren Buffett was a kid, he liked to read. More than most kids. And we’re not talking comic books and bubble gum wrappers, either.…
The Stock Market Still Seems to Believe the Fed
Economic indicators show that a slowdown might be in the offing, even though the Fed has been raising rates and the labor market continues to tighten, according to a New…
Higher Fund Assets Can Lead to Poorer Fund Performance
Research recently released by Duke University shows that “greedy” funds with rising asset levels can return poorer performance for investors, according to an article in Institutional Investor. Evidence presented in…
Jeremy Siegel is Bullish on Stocks
Wharton finance professor Jeremy Siegel remains bullish notwithstanding others’ concerns regarding “the market’s potential reliance on Trump’s tax- and regulation-cutting agenda,” according to a recent CNBC interview. “What has driven…
Common Ownership Among Investors Could Make Economy Less Competitive
Economists Jose Azar (University of Navarra IESE Business School) and Martin Schmalz (University of Michigan’s Ross Business School) have studied the idea that common ownership is “making companies and the…
Morgan Housel: Discomfort the Key to Investing Success
A key component of becoming a successful investor, writes Morgan Housel of the Collaborative Fund, is the “ability to be comfortable being uncomfortable.” Investors, he says, “have a fascination with no-brainers,…