How to Keep Investing Perspective
By John Reese (@guruinvestor) — “Perspective shifts us from worry to options.” Wise words written by Carl Richards, CFP in his Behavior Gap email last week—and timely given the up-and-down market…
Bill Ackman Seeing Rapid Investor Redemptions
After three years of poor performance, Bill Ackman of Pershing Square Capital Management LP is losing investors at a clip and, according to a recent article in The Wall Street Journal,…
Active Investors Trying to Compete by Getting Small
As passive investing continues to gain momentum in the marketplace, a recent Bloomberg article suggests that active investors might find a “lifeline” in smaller, more focused portfolios. “Institutional investors are raising…
Stories Don't Necessarily Reflect Reality
In to a recent Bloomberg article, columnist Barry Ritholtz writes, “Contrary to widespread belief, the news does not drive markets or prices; rather, it is the markets that drive news.”…
Put Cash Back in Your Portfolio
It’s time to consider putting cash back into your portfolio, according to a recent article in The Wall Street Journal. “The value of cash was demonstrated in the first quarter,”…
Building a Defense Against Fake Economics
The increased scrutiny that academics have faced since the financial crisis of 2008 has led to “the rise of slapdash or highly dubious economic views,” according to a recent Bloomberg…
Record Dividends for S&P 500 in First Quarter of 2018
Companies in the S&P 500 “spent a record amount on dividend payments in the first three months of the year,” according to a recent article in MarketWatch. The article cites…
Most Read Posts on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Ben Graham’s Biggest Contribution May Not Be Value Investing [2] Bill Nygren Talks Value…