…in the Financial Times. Data cited from the wealth management firm Brewin Dolphin and Thomson Financial Datastream shows that value funds have returned 624% since 1995 compared to a 1,072%…
Search Results for: low-volatility funds
Is the Price/Book Ratio Dead?
…the Price/Book, and much of the academic research since then has followed suit. Since many quantitative value funds and ETFs take their lead from the academic research, they have also…
Berkshire’s Big Weakness Revealed in Crisis
…his touch, especially given the challenges presented by today’s low interest rates and bloated equity valuations. David Rolfe of Wedgewood Partners, who exited his Berkshire holdings last year, argued that…
Rekenthaler on When to Buy Stocks Directly
…shifts in stock prices can make owning individual stocks an exercise in aggravation compared to owning mutual funds. Both speculating (buying penny stocks because they’re cheap) and trend-chasing (buying stocks…
Record Number of Fund Managers Say Stocks are Overvalued
…low—the highest reading since the bank’s first such survey in 1998. This according to an article in Citywire. BoAML reports that the market rally, bolstered by government stimulus to fight…
Austria’s 100-Year Bond at Less Than 1%
…would have seemed like crazily low yields three years ago are just run-on-the-mill now as rates are driven lower by the gush of money flooding Europe’s finance system.” The article…
Stock Market Legend Grantham Calls Crisis the “Real McCoy”
…during a period of low economic health in the U.S., and cites high unemployment levels and rising bankruptcies—that are likely to increase further—as contributing factors. When asked what level of…
Validea on YouTube: A Resource for Investors
…market volatility and factor timing to risk management and the impact of Covid-19. Investors will learn what to avoid, the lessons offered by history, what works and what doesn’t. Webinars…
Druckenmiller ‘Humbled” by Market Rebound
…since its March 23rd low, and resulted in Druckenmiller’ s fund returning a paltry 3% during that period. “Well,” he said, “I’ve been humbled many times in my career, and…
Targets Trailing S&P 500 By Wide Margin
…end of 2020: “The S&P 500 has rallied more than 40% from its March low amid central bank stimulus and better-than-expected economic data, defying warnings about elevated valuations and a…