Zweig: Fund Flow Lessons Are Complicated
About $66 billion has flowed into stock funds and exchange-traded funds this year, leading some to say that it’s a contrarian sign to sell stocks. But on The Wall Street…
Beating The Market With Simplicity -- And Discipline
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Joel Greenblatt-inspired strategy, which has averaged annual…
Rosenberg on the "Great Rotation" Myth
Many have said that the influx of money into bonds in recent years means a “Great Rotation” could occur — in which money pours back into stocks as investors’ risk…
Shiller Talks Equity Valuations
Yale Economist Robert Shiller says he thinks stocks are priced to return less than their historical averages, but that they should still be a substantial part of an investor’s portfolio.…
A Guru Year In Review
While 2012 was a good year for stocks, it was slightly better for John Reese’s Guru Strategies — especially for the oldest approach of all. Reese’s Benjamin Graham-based 10-stock portfolio…
Siegel: No Fear That Stocks Are Overbought
Wharton Professor and author Jeremy Siegel thinks stocks will have another good year in 2013 — better than their surprisingly good 2012, in fact. Siegel tells Bloomberg that he thinks the…
How To Keep Emotion At Bay
Through the wonders of modern technology, it is simpler than ever to employ a systematic, proven approach to investing. But, as Chuck Jaffe notes in a recent MarketWatch column, investors…
Rogers Looking To Niche Areas
Top fund manager John W. Rogers Jr. says he’s focusing on “service companies in niche areas” in 2013. “A chorus of voices continues to fret about a new normal, whereas…