If the world’s annual data generation was loaded into iPad Air tablets, says a recent Financial Times article, “the pile would reach from the earth to the moon more than…
Valuations Matter in Factor Strategies
It’s a familiar investment conundrum: when a strategy outperforms and more investors pile in, it can get more expensive and therefore be less likely to outperform going forward. This is…
Investing Lessons from 2016 that Ben Graham May Give a Nod To
It’s the time of year when holiday party-goers lament their seasonal overindulgences and commit to “turning over a new leaf” on January 1st— promises to hit the gym every day,…
Siegel Still Believes in Stocks for the Long Run
Twenty-two years ago, Wharton professor Jeremy Siegel asserted in his book Stocks for the Long Run that equities were the best long-term investment and that buying and holding through volatility…
Data Shows Analysts Increasingly in Sync with the Market
Recent data from Citigroup Inc. shows that monetary stimulus has “upended conventional market dynamics” and is facilitating a “re-emergence of an intuitive relationship in equity markets,” according to an article…
Investing Like Buffett and Soros Could be Within Reach
New research shows that “ordinary” investors may be able to emulate the extraordinary tactics of legends such as Warren Buffett or George Soros by using factor-based strategies. This according to…
Swensen's Yale Endowment Model Not a One Size Fits all Investing Approach
The evolution of Yale University’s endowment fund has become something of legend, as described in a recent article in Chief Investment Officer. In the mid-80’s, as the story goes, the…
Inflation's Effects on Asset Returns
The results of a study on asset performance during periods of both low and high inflation are presented in this month’s issue of AAII Journal by Craig Israelsen Ph.D and developer of…
Sometimes Investing Success Means Riding Rough Road
Hedge fund manager and author Joel Greenblatt says that the majority of top mutual fund managers spent at least three years lagging well behind others, says a CNBC article by…
Zweig on Investing Vs. Speculating
Every asset, writes Jason Zweig of The Wall Street Journal, “is an investment in some people’s hands and a speculation in others’. So it isn’t what you buy, but rather…