For Whitman, Value Still Rules

Value investing legend Marty Whitman built his reputation by buying down-and-out stocks. And today, he says he still believes that’s the way to go. “You’re trying to figure out what…

OSAM: How To Win In Emerging Markets

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…

... 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…

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…