…either contention, adding that Keynes’ investing returns got better when he stopped basing his buying and selling on macroeconomic factors. “In short, what you think about Keynes as an economic…
Search Results for: investing greats
High-Quality -- Not Value -- Key To Buffett's Success
…investing, but to his focus on high-quality companies. The paper, “Betting Against Beta” (click here for a PDF copy), was authored by Andrea Frazzini of AQR, a quantitative fund manager,…
Cinderella Stocks from the Gurus
…different investing great, to target lesser-known smaller companies whose strong fundamentals indicate they are packed with potential. Among the stocks he highlights: Florida-based clothing retailer Body Central Corp. and New…
Fisher: Stars Aligning for China in 2012
Forbes’ Kenneth Fisher says he’s found a good timing mechanism for investing in Chinese stocks, and says it is showing that the “stars are in alignment” for Chinese equities in…
An Industry That Can Beat Back Inflation
In his latest column for RealMoney.com, Validea CEO John Reese says inflation can be a big hindrance to good investing returns, and highlights one industry — pharmaceuticals — that has…
Dreman: Bond Bubble Will Hurt Many
…aspects of investing. “Unfortunately, gut instinct is the graveyard of all too many portfolios,” Dreman says. “Contrarian strategies, by contrast, are based on very strong statistical probabilities, that investors constantly…
Gabelli: Opportunities in Spinoffs
Value investing guru Mario Gabelli says companies that spin off parts of their businesses are a prime area to look for good investments. Gabelli tells CNBC that he likes investing…
Are Stocks Really A Good Inflation Hedge?
…for the Long Run author Jeremy Siegel, a big proponent in investing in stocks for the long term, has acknowledged stocks’ lack of short-term inflation-beating power. “Over 30-year periods, the…
O'Shaughnessy Strategy Beats The Market with Growth -- And Value
…quantitative investing strategies might be an exaggeration — but not much of one. Over the years, O’Shaughnessy has compiled an anthology of research on the historical performance of various stock…
Are We in the Best Time Ever for Individual Investors?
…of investing has probably fallen by roughly 90% in the past few decades,” Zweig writes for WSJ’s Total Return blog, detailing his first stock-trading experience some three-and-a-half decades ago. “So…