Bull Market Can Be Bolstered by Retirement Account Inflow
According to a new book by an MIT economist argues that the efficient market hypothesis is “incomplete and inadequate” when it comes to valuations, says an article appearing last month…
Rotation Out of Bonds Might Be Coming
The probability that funds will flow into equities “at the possible expense of debt” is increasing, despite forecasts to the contrary. This according to Credit Suisse Group AG, reported in…
Building an Investment Checklist
By John P. Reese — In this year’s letter to Berkshire Hathaway shareholders, Warren Buffett refers to the conglomerate’s “gradual shift from a company obtaining most of its gains from…
The Fed Could Cause Market Disruption
In an article in last month’s Barron’s, Tocqueville Management Fund chairman John Hathaway shares his firm’s belief that “the Fed’s view of economic activity is not rooted in reality and…
Housel on How to Stay Rich
In a bull market, stocks become expensive and stretched valuations leave little margin for error, writes Morgan Housel earlier this year in an article for the Collaborative Fund. This increases…
Barry Ritholtz: Market Performance Isn't Due to President
In a recent Bloomberg article, the co-founder and chief investment officer of Ritholtz Wealth Management debunks the notion that the stock market’s record performance is tied to hopes around the…
Insights on Owning Gold
In a recently published article in Advisor Perspectives, Robert Heubscher interviews First Eagle Investment’s Thomas Kertsos to gather the research analyst’s insights around owning the precious metal. Here are some…
A Practical Approach to Quant Investing
By Jack M. Forehand — This is the first post in a new series we will feature on the Guru Investor that will take an in depth look at quantitative…