Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
    • Popular Posts
    • Jack Forehand
    • Justin Carbonneau
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener
  • Money Management
    • Validea Capital
    • Free Assessment

Search Results for: federal reserve

Bill Miller: Insights from 2Q Market Letter

July 28, 2021

…continue to rise over the next few years at well over the Federal Reserve’s average 2% target.” Miller quotes the New York Times, “As far as major shifts in inflation…

Read more

Capitalism and Value Investing

July 2, 2021

…This according to a recent article in Harvard Business Review. “Value managers can plausibly blame the Federal Reserve for distorting financial markets,” the article states, but adds that they also…

Read more

Warning: Do Not Buy Bitcoin When You’re Hungry

June 2, 2021

…When shown matching descriptions of hypothetical offenses, 208 federal judges differed by an average of more than 3.5 years in the length of the prison sentences they recommended. While Zweig…

Read more

OSAM: Without Tax Management, Investors Leave Money on Table

April 13, 2021

…client’s state and federal tax rates. Ongoing Management: Tax loss harvesting opportunities are continuously monitored and the system rebalances the portfolio according to its investment objectives. Performance Reporting: Advisors can…

Read more

American Investors’ Top Sources for Investment Advice

April 6, 2021

…from the U.S. Federal Reserve Survey of Consumer Finances indicating “which sources of information families rely on for investment decisions, and how their popularity has changed over time.” Here are…

Read more

Dalio Says It’s Time to Buy Amid “Stupid” Bond Economics

March 23, 2021

…the post, Dalio said, “I also believe that assets in the mature developed reserve currency countries will underperform the Asian (including Chinese) emerging countries’ markets,” highlighting a rapid upswing in…

Read more

A Boom on the Post-Pandemic Horizon?

March 17, 2021

…business investment signals confidence from corporate leaders. It also notes that economists surveyed in February by the Federal Reserve Bank of Philadelphia forecasted U.S. output to grow to 4.5 percent…

Read more

The Dollar Will Lose More Value

March 5, 2021

…“This in keeping with the firm’s earlier warning that the dollar is in danger of losing its status as the globes reserve currency.” It adds that a Goldman study concluded…

Read more

Commodities Set to Boom after 10 Years of Underperformance

February 18, 2021

…“monetary conditions have rarely been so easy. The Federal Reserve may keep short interest rates near zero through 2023, while tolerating 2%-plus inflation.” The Goldman analysts see a “structural underinvestment”…

Read more

The Only 2021 Market Prediction You Should Not Ignore

January 20, 2021

…and long-term bond yields should expand.” But as a practical matter, it adds, rates cannot rise too much because of the federal government’s huge debt burden.  The article notes that…

Read more

Posts navigation

1 … 7 8 9 … 54
Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
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...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved