Investing in “high-quality” stocks sounds like a no-brainer. But in a very interesting piece on ETF.com, Vitali Kalesnik and Engin Kose of Research Affiliates show that quality metrics alone don’t…
Fisher's "Un-American" Stance
Kenneth Fisher is high on America. He’s just not overly keen on its stocks right now. (more…)
Good Companies, Cheap Shares: How To Win With The Greenblatt Approach
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Joel Greenblatt-inspired strategy, which has averaged annual…
Great Pages: Zweig's "Shotgun" Approach
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…)