Vanguard: The Future of Active Management
A recent article in ETF.com offers Vanguard’s perspective on the history of active management and why it has a future. “Active management will survive, and maybe thrive, if it’s available…
Leuthold's Paulsen Sees Recession Red Flag
“For the first time since before the 2007-2009 recession, premiums on the lowest-rated tranche of investment grade U.S. corporate bonds have risen to 2 percent after being below that level,”…
BAM's Swedroe Discusses Size Effect
In an ETF.com article on size effect, BAM director of research Larry Swedroe discusses the ongoing debate on the size effect—the phenomenon whereby small-cap stocks on average outperform large-cap stocks…
FOMO Drives Stocks
A small percentage of stocks account for most of the market’s gains, putting pressure on investment managers. This according to a recent article in The Wall Street Journal. “Fear of…
Bill Ackman's Possible Comeback and How Investors Could Benefit
The hedge fund titan that in recent years has endeared significant losses, and investor exodus and a failed activist campaign could be making a comeback, according to a recent article…
Most Viewed Posts on Validea
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] 10 Reasons Why It’s Tough to be a True “Intelligent Investor” [2] Bill Miller…
Jeremy Siegel on the Business Cycle
In a recent Advisor Perspectives article, a guest contributor offered a synopsis of a chapter from finance professor Jeremy Siegel’s 1994 book, Stocks for the Long Run—one that the author…
Buffett Winding Down Derivatives
Warren Buffett is facing the expiration of equity-index put options that the Berkshire Hathaway CEO initiated between 2004 and 2008 “to bet that stock prices would rise in the long…