What "Trumpflation" Could Mean to Investors
The best scenario for investors is steady and low levels of inflation that ward off deflation but also discourage central banks from hiking rates too rapidly, says a Wall Street…
Buffett's Breakfast Benchmark
Having a disciplined, yet somewhat flexible, spending strategy is one insight investors can glean from Warren Buffett’s daily breakfast routine, writes Validea CEO John Reese in a recent issue of…
On Becoming Warren Buffett and Some Fat-Pitch Picks
As explained by the legend himself in the recent HBO documentary “Becoming Warren Buffett”, the Oracle of Omaha stays within what he calls his “Circle of Competence” when investing. This…
Bridgewater Has Strong Showing in 2016
Ray Dalio’s Bridgewater Associates earned almost $5 billion for its clients last year according to a report by hedge-fund investor LCH Investments NV, versus losses suffered by rivals George Soros…
Has Trump Resurrected Active Management?
Hedge fund manager Dan Loeb believes the current environment is “undoubtedly better for active investing—just as active investing was considered to be on its deathbed,” according to an article on…
Mohnish Pabrai Mimics Buffett and Munger
“Before starting my own investment funds, the only models I was aware of were those of Warren Buffett and Charlie Munger. Their models made a lot of sense to me,…
Warren Buffett on "Free Money " Plus Four Picks
In one of his many interviews, Warren Buffett explained how the insurance industry offers the opportunity to “invest in other people’s money and keep all the earnings on those investments,”…
Fundamentally-Focused Momentum Stock Picks
Momentum investing can sound like performance-chasing since it involves buying top-performing stocks on the assumption that the performance will continue, writes Validea CEO John Reese in last week’s Nasdaq. The…