Given the current political climate and the uncertainty surrounding the financial markets, it’s important for investors to stick to concrete concepts when evaluating stocks, says an article in last week’s…
ETFs Make Markets Less Efficient Writes Klarman
While exchange-traded-funds have claimed a growing share of investor funds, critics say these funds are “potentially dangerous and untested through a crisis,” says a Bloomberg article from last week. In…
Newsletter Writers are the Most Bullish in a Decade
The surge in positive sentiment about the market is increasingly misaligned with the reality of a slow-growing economy, according to last week’s Wall Street Journal. The article says that the…
Zweig: Guard Against Following the Herd
Given the market’s currently stretched valuations, optimistic investors should be on their guard, says Jason Zweig of The Wall Street Journal. Zweig discusses new findings that show how the confidence…
Buyer Beware of Companies Carrying Heavy Debt Loads
A decade of historically low interest rates has encouraged businesses to increase leverage and this could prove dicey for investors, says a recent Barron’s article. According to Morningstar fund analyst…
Contrarian Picks Based on David Dreman's Philosophy
The famous investor David Dreman, who Kiplinger once referred to as the “consummate contrarian”, follows a strategy which capitalizes on the emotional, knee-jerk reactions that make unpopular stocks underpriced, writes…
What "Trumpflation" Could Mean to Investors
The best scenario for investors is steady and low levels of inflation that ward off deflation but also discourage central banks from hiking rates too rapidly, says a Wall Street…
Buffett's Breakfast Benchmark
Having a disciplined, yet somewhat flexible, spending strategy is one insight investors can glean from Warren Buffett’s daily breakfast routine, writes Validea CEO John Reese in a recent issue of…
On Becoming Warren Buffett and Some Fat-Pitch Picks
As explained by the legend himself in the recent HBO documentary “Becoming Warren Buffett”, the Oracle of Omaha stays within what he calls his “Circle of Competence” when investing. This…
Bridgewater Has Strong Showing in 2016
Ray Dalio’s Bridgewater Associates earned almost $5 billion for its clients last year according to a report by hedge-fund investor LCH Investments NV, versus losses suffered by rivals George Soros…