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Search Results for: federal reserve

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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The Birth of the “Fed put”

September 26, 2023

…the 2008 financial crisis, but the Fed appears to finally be shifting the market away from Fed-put expectations. Just days after the Federal Reserve Bank of New York orchestrated a…

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Small Cap Value: Waiting for the Jumpstart

September 6, 2023

…as larger firms, who have more pricing power in their businesses and negotiating clout with suppliers. Experts are concerned about inflation, but the Federal Reserve has maintained its inflation-fighting stance…

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Berkshire’s Annual Meeting Brings Questions About Heir & Bank Failures

May 15, 2023

…it blew up,” Buffett contended, and in the case of Silicon Valley Bank’s collapse, the results would have been disastrous had not the federal government swept in to guarantee all…

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Recent Original Research
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
June 27, 2025
Ten Top Benjamin Graham Deep Value Stocks –...
Benjamin Graham pioneered the value investing discipline, creating systematic methods for finding undervalued securities that remain influential today. His most famous protégé, Warren Buffett, exemplifies the enduring power of Graham's teachings. Graham's strategy revolves around locating solid,...
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