In a recent Forbes article, Validea CEO John Reese outlined the investments commandments of sixteenth-century billionaire Jakob Fugger and drew similarities with the present-day tenets of Warren Buffett: Invest when…
Investment Opportunities in Europe
European equities are back in favor with Investors, who pulled approximately $100 billion from the asset class in 2016, writes Validea CEO John Reese in a recent article for Nasdaq. The…
Fool's Gardner on Active Versus Passive Investing
In a recent interview with WealthTrack’s Consuelo Mack, Motley Fool’s Tom Gardner shares insights regarding active versus passive investing and where he sees market opportunities. Tom Gardner, who’s mission through…
Study Shows Retirees Become More Pessimistic About the Market as They Age
A new study shows that as people age, they become more pessimistic about the stock market and the economy as a whole, and actually spend less “just as many can…
Columbia's Bruce Greenwald on Value Investing
When Columbia professor Bruce Greenwald first arrived at the university, value investing wasn’t terribly popular, but he was convinced it was a much better approach. This according to a recent…
Gundlach Says Go Long Emerging Markets
Despite conventional wisdom that says rising U.S. rates will strengthen the dollar, Doubleline Capital chief investment officer Jeffrey Gundlach recommends going short on the S&P 500 and long on emerging…
Rob Arnott Says U.S. Stock Valuations Are a Worry
Rob Arnott, founder and CEO of Research Affiliates, says investors should “avoid U.S. stocks and buy emerging market equities to outperform in the coming years,” according to a recent CNBC…
Jason Zweig on Potential Quantitative Model Crisis
A Ph.D. in Economics and former senior risk manager for Bridgewater Associates, Richard Bookstaber argues that while human judgment along with quantitative modeling can lead to better results than either…
Grantham Says Higher Valuations Will Remain
“The market can stay irrational longer than the investor can stay solvent”, writes Jeremy Grantham in a recent Barron’s article. Grantham addresses the fact that, since 1996, the market mean…
Ken Fisher's Price-to-Sales Ratio and Super Stock Picks
While investors and the media focus on a stock’s PE ratio, investing guru Kenneth Fisher affords more attention to the price-sales ratio as a valuation measure, writes Validea CEO John…