A recent MarketWatch article observes, “when the stock market is [as] nerve-wracking as it has been, investors need to make sure that any decisions they make are part of the…
Top Hedge Fund Wins by Controlling Risk and Seeing the Big Picture
Barron’s profiles Andrew Sandler of Sandler Capital Management because he is one of few hedge fund managers to come out ahead in 2015. “I’m very risk-averse by nature,” Sandler said,…
Dividend Paying Stocks Could be Riskier Than You Think
An article in Barron’s suggests that “dividend-paying stocks might not be as safe as they look.” Many “companies have been raising their dividends while their earnings growth has slowed or…
Current Downturn is a Good Time to Pick Stocks, Says Mario Gabelli
Mario Gabelli of GAMCO told CNBC that he thinks the downturn “is good. This is what markets are supposed to do. Psychology and human behavior is supposed to give you…
Technical Analysis – Holy Grail, Fools Game or Somewhere In-between?
A recent article in Kiplinger explores technical analysis and its role in investment decision-making. The article suggests such analysis “works best when it’s part of a holistic look at the…
Four Lessons for Investing in the Current Market Environment
Bob Browne of Northern Trust said the current market environment is “nothing like 1998,” except perhaps for this similarity: “so much risk but so much opportunity.” Speaking at the CFA…
Bridgewater's Dalio Says the "Risk is Asymmetrical on the Downside"
Ray Dalio of Bridgewater Associates explained the long-term debt cycle affecting the market. “The problems at the end of the long-term debt cycle,” he said, “is that it is very…
Volatility and Investor Behavior in Today’s Uncertain Market
The PBS Newshour reports on recent market volatility, noting a series of contributing events. Liz Ann Sonders of Charles Schwab said, “a lot of [the current volatility] really is unfisnished…
No Time to be a "Hero" says DoubleLine's Gundlach
Advisor Perspectives reports on a recent market outlook presentation by Jeffrey Gundlach, who it describes as a “prescient and accurate forecaster.” Gundlach said: “Now is not the time to be…
How Value Traps Can Pull You In and Spit you Out
A post in Institutional Investor highlights a “value trap” that arises when stocks appear cheap but are within a sector that “experience[s] high levels of asset growth [then] collapse.” Examples…