Chris Tessin of Acuitas Investments recently authored a piece for the InvestmentNews that outlined the historical pattern of micro-cap and small cap outperformance during periods of rising interest rates. Tessin…
Gabelli (Like Ben Graham) Stresses Investing not Speculating
Speaking recently with CNBC, Mario Gabelli, chairman and CEO of Gabelli Asset Management, offered thoughts on a number of investing topics. Gabelli considers himself an investor, not a speculator. Gabelli…
Consuelo Mack On the Best Advice from Investors like Buffett, Templeton and Bernstein
On the WSJ Watching Your Wealth podcast, Consuelo Mack, anchor and executive producer of WealthTrack, shares some of the best investment advice from her many years of investing and journalism…
Underperformance Among Active Managers in First-Quarter Volatility
A recent Bloomberg article highlights the first-quarter’s unusual volatility, and the underperformance of many active managers – a group one might expect to have gained in such conditions. The article…
Good Strategies Look Beyond Earnings
Whether it’s talk about earnings growth or earnings estimates or price/earnings ratios, stock market news is usually filled with discussions of corporate earnings. But in his latest for Seeking Alpha,…
Forecasts are more like “Aftercasts”
New research illustrates how strongly the recent past influences investor expectations, as Wall Street Journal columnist Jason Zweig notes. Research by Professors William Goetzman, Robert Shiller, and Dasol Kim concluded,…
Market Shifting From Momentum to Value
A pair of brief pieces in Barron’s, one by columnist Jack Hough and the other on behalf of JPMorgan, discuss the implications of the recent selloff in momentum stocks. As…
Fidelity's Low-Priced Stock Fund Manager Delivers Market-Beating Returns
Joel Tillinghast, manager of the Fidelity Low-Priced Stock fund, “owns one of today’s best investment records,” according to a profile proceeding a recent interview published in Barron’s. In the 26 years…
Negative Implications of Falling Corporate Profit Margins
In his MarketWatch column, Mark Hulbert explains the distressing news buried by much of the recent positive reporting on the upward revision of GDP earlier this month. “Though the government’s…
The Good, Bad and Ugly of High Active Share
Patrick O’Shaughnessy, portfolio manager at O’Shaughnessy Asset Management and curator of the investment blog, The Investor Field Guide, explains that active share – a measure that shows how different a…