Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
O'Shaughnessy on Investor Psychology, Bond Market Trouble, and Why Value Wins
In a wide-ranging interview with Barry Ritholtz on Bloomberg View, quantitative investing guru James O’Shaughnessy recently talked about why human beings are such inferior prognosticators compared to computer models, what that…
Rogoff: Jobs Market Closer To Capacity Than You Think
Harvard economist Kenneth Rogoff, known for his extensive research into financial crises, says the US labor market is closer to capacity than many people think. (more…)
Warren Pieces: Buffett on The Tax Advantages of Thinking Long Term
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1989 Letter to Shareholders, Warren Buffett talked about why Berkshire’s long-term approach has some nice…
Top Bond Fund Manager Likes Stocks
Top bond investor Kathleen Gaffney thinks bonds are very risky, and has made stocks and cash a major part of her portfolios. (more…)
Sonders: Secular Bull Rolling On, But Don't Get Greedy
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks the US is still well positioned compared to the rest of the world, but she also thinks it’s not a time…
Fisher On The Impact Of War On Markets
While many investors are worried that several conflicts around the globe will mean disaster for stocks, Kenneth Fisher says history offers a different lesson. (more…)
Northern Exposure: Quant Models in Canada
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at the performance of his guru-inspired Canadian portfolios, which just had their 4 year anniversaries. (more…)
Benjamin Graham's Lasting Legacy
Benjamin Graham is known as the Father of Value Investing, and this video from the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School offers a great look…
Warren Pieces: Berkshire's "Earnings Reality"
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1980 Letter to Shareholders, Warren Buffett talked about how he assesses different types of earnings.…