…the past decade — something he says is a mathematical impossibility given the current low bond yields. Nygren also says investors should stop hyperfocusing on every move the market makes….
Search Results for: low-volatility funds
Hulbert: "New Era" of Higher Correlations a Fallacy
…statistical bias is part of the reason for the misguided belief that the stock market has fundamentally changed. “It turns out that increased market volatility more or less automatically leads…
Look Beyond Europe News, Sonders Says
…demographics create a lighter burden on public finances and potential for more output. Meanwhile, expectations for emerging markets are low, with valuations at the lowest levels since 2009.” …
Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors
Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap…
Hulbert: Prescient Indicator Is Bullish
…of total issues traded,” Hulbert writes on MarketWatch.com. Essentially, the index looks for uniformity; that is, times when the highs far outnumber the lows, or times when the lows far…
The Graham Approach: How A 60-Year Old Strategy Still Scores Big
…averaged annual returns of 14.4% since its July 2003 inception vs. 2.3% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from…
Top Fund Managers Looking to Bounce Back
Many fund managers with strong long-term track records have been hit hard during the market’s late summer/early fall tumble. But, according to Barron’s, that makes several of those funds attractive…
Oberweis: China Fears Way Overblown
Newsletter guru Jim Oberweis says that investors have wildly overreacted to fears about China’s slowing growth. “International funds have relentlessly poured out of China as fears of slowing growth surfaced…
"Correlations" Often A Myth, Fisher Says
…a correlation of -0.003, which he says is “much too low to matter at all. Many would round that to an even zero. So as compelling as headlines can be…
Greenblatt: Stocks Looking Cheap -- Very Cheap
Hedge fund guru Joel Greenblatt says that, based on trailing free cash flow yields, stocks are trading at levels that put them in about the 95th percentile of cheapness when…