Value investors in general tend to have an aversion to using momentum in their investment strategies. But the long-term evidence suggests they should rethink that. In this episode we look…
Investors Stampede Private Equity To Escape Volatility
Private-fund managers are noting the increase of inflows of wealthy investors into private equity, in the hopes of finding a safe haven from the volatility of public stock and fixed-income…
4 Things To Know About Bear Markets
With the S&P 500 down 18.7%, bear markets are on everyone’s mind, and an article in Financial Advisor offers 4 things to know should stocks turn into a bear market.…
Asness to ARK: “We Are Right”
The extensive sell-off of pricey tech shares has pummeled ARK Investment, forcing Cathie Wood to defend her fund’s strategy by arguing that “the market is not pricing assets based on…
“Tiger Cubs” Get Crushed By Stocks
The managers known as Tiger Cubs—so called for their origins at Tiger Management—have been pummeled by the same batch of highly-priced tech stocks that earned them billions, reports Yahoo! Finance.…
Market Is Top-Heavy But Carnage Is Wide
Heading into 2022, Apple, Microsoft, Amazon, Tesla, Alphabet and Meta accounted for 25% of the S&P 500. Last year, they fueled the stock market to record highs. Now, they’re responsible…
Gartman: Sell Rallies In Bear Market
In an interview on Bloomberg Radio, the chairman of the University of Akron Endowment Dennis Gartman said that the bear market started in January, will continue for many months, and…
Growth Stocks: Have They Bottomed?
In a piece for Morningstar, John Rekenthaler writes that 2022 has “been a terrible year for growth stocks” and that after an initial free-fall at the beginning of the year…
What We Should Remember About Bear Markets
From time to time we have guest posts on Validea’s Guru Investor blog from others who we admire, respect and are providing valuable insights to investors. Today’s post is from…
Why Berkshire Didn’t Disclose Its Paramount Stake
Late in the day on Monday, May 16th, Berkshire Hathaway disclosed that it had bought more than a 10% stake in Paramount Global in the first quarter of this year,…