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Search Results for: federal reserve

Practical Lessons from Jim Paulsen

February 10, 2025

…and what this means for investors How the Federal Reserve’s approach to communication and policy has transformed Why traditional recession indicators failed in the recent cycle The conversation features numerous…

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Practical Lessons from Ed Yardeni

January 27, 2025

…curve inversions failed this time, and why focusing on labor market data proved more valuable. Yardeni’s perspective on the Federal Reserve’s evolution in handling financial crises offers crucial context for…

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Academic Research Summary: Does It Matter Why Factors Work?

November 2, 2024

A groundbreaking new study challenges conventional wisdom about how we look at investing factors. The paper, “Does Peer-Reviewed Research Help Predict Stock Returns”, written by Andrew Chen of the Federal…

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Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation

October 28, 2024

…where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve. We discuss: – The limitations of dividend-focused investing strategies…

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The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan

August 15, 2024

…impacts of factors like AI and deglobalization on the economy. We explore his views on different economic scenarios and the Federal Reserve’s actions. As always, Andy provides nuanced insights into…

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You Probably Don't Believe These Ten Investing Ideas. Evidence Suggests You Should | Meb Faber

August 8, 2024

…We explore a wide range of topics, including the Federal Reserve’s performance, dividend investing strategies, international diversification for U.S. investors, trend following, and the relationship between interest rates and stock…

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The Challenge of Persistent Inflation with Bob Elliott

July 3, 2024

…Federal Reserve’s policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and discusses the role…

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Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira

February 1, 2024

…research.  Our guest this week recently published a paper that calls those core ideas of asset pricing theory into question. We speak with Andrew Chen, Principal Economist at the Federal…

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Advice from the Bond Market’s Buffett

November 13, 2023

…around June, similar to the federal-funds futures market’s predictions. In addition to the conflict in the Middle East, Fuss has long been worried about U.S.-China relations and the possibility of…

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Free-Money Era Ends With Worst Bond Sell-off In U.S. History

October 13, 2023

…banking crisis earlier this year, many on Wall Street are worried about just how robust the federal government’s finances are. Free money—zero interest rates and billion-dollar purchases of Treasuries every…

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Recent Original Research
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
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Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
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The S&P 500 Dividend Aristocrats comprise a select group of fewer than 70 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industry sectors. This remarkable track record of uninterrupted...
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