Emerging markets can make for enticing investments, and new research from James O’Shaughnessy’s firm shows how fundamental-focused investors can really take advantage of EM opportunities. “U.S. investors, and other investors…
In The Market, Boring Beats Exciting ...
Investors are very often drawn to flashy, exciting stocks — those that exhibit the most volatility. But, says Mark Hulbert, they should be doing the exact opposite. “That is because…
... Or Does It?
In our previous post, we highlighted the “low-volatility effect” — the historical tendency for lower-volatility stocks to outperform higher-volatility issues. But IndexUniverse’s Elisabeth Kashner says the issue may be more…
Investors And The "Trifecta Of Failure"
What separates great investors from the rest? The Motley Fool’s Morgan Housel says it has to do not with financial acumen, but instead with psychological prowess. While most investors are…
Sonders On What The Bond Rise Means For Stocks
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the recent rise in bond yields doesn’t mean stocks are headed for trouble. When rates start to rise, Sonders says, “the real…
Ritholtz: It's Not Just About The Fed
Barry Ritholtz of FusionIQ and The Big Picture blog says that investors need to realize that, while the Federal Reserve is getting all the attention, other factors are also driving…
Keep It Simple (But Not Too Simple)
Listen to many market pundits and prognosticators, and they will make the stock market seem like a completely understandable world that, with time and dedication, can be mastered. But in…
Why Are Bond Rates Rising?
Long-term interest rates have been rising, and on his New York Times blog Paul Krugman offers his take on why. Krugman says an increase in long-term rates usually results from…
The Fed & The Equity Risk Premium
While the equity risk premium is currently quite high by historical standards, New York University professor Aswath Damodaran says that might not be an indication that stocks are cheap. In…
Fisher: Ignore The Pundits -- And Sentiment Surveys
Top strategist Kenneth Fisher says that when it comes to stock market and economic forecasters, the best thing you can do is ignore them. “All this is more proof that…