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Tag: Narratives

Narrative as an Investing Factor with Ben Hunt
2 years ago
Narrative as an Investing Factor with Ben Hunt

Narratives are everywhere in the investing world. They influence what we think as investors. They also influence the decisions we make. Behind the scenes, there is a science to how…

Stocks As Inflation Hedge Is The New Narrative
3 years ago
Stocks As Inflation Hedge Is The New Narrative

It appears that stock investors are not discouraged by the highest inflation in decades or the resulting increase in bond yields, according to an article in Bloomberg. As analysts struggle…

Robert Shiller on the Narratives Driving the Market
4 years ago
Robert Shiller on the Narratives Driving the Market

In a recent WealthTrack interview, Nobel Laureate Robert Shiller discussed the narratives that are driving the markets and offered advice to investors on the best way to stay in the…

Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
5 years ago
Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?

Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected future fundamentals. But some have argued…

6 years ago
Shiller: What People Say Can Set Off Recession

While economic and monetary policy as well as “leading indicators” can provide insight regarding the state of the markets and the economy, “they have severe limitations as forecasting tools. This…

6 years ago
Robert Shiller Says a Data Revolution is Coming

Nobel Laureate Robert Shiller says we are facing a revolution rooted in a “huge acceleration in the amount of data available to researchers,” which he discusses in his new book…

6 years ago
Five Questions: The Importance of Narratives with Ben Hunt

By Jack Forehand (@practicalquant) One of the most important things any investor can do is to challenge their own beliefs. Confirmation bias leads all of us to seek out opinions…

6 years ago
Robert Shiller On What Investors Should Be Worrying About

At the Inside ETFs conference in Florida last month, Yale professor and Nobel laureate Robert Shiller talked about an impending recession, the threat of nuclear war and the importance of…

Recent Original Research
June 26, 2025
Ten Top Technology Dividend Aristocrats
Technology dividend aristocrats represent mature tech companies that have maintained a consistent track record of increasing dividend payments for at least seven consecutive years. This shortened timeframe, compared to the standard 25-year requirement for S&P 500 dividend...
June 25, 2025
Top Energy Stocks for 2025
With Shell reportedly exploring a blockbuster takeover of rival BP, the energy sector is once again front and center in the investing world. A potential merger between two supermajors would mark the largest oil deal in a...
June 23, 2025
Strategy of the Week: A Small Cap Growth...
David and Tom Gardner may not take themselves too seriously in their public personas, but their investing strategy is anything but foolish. The brothers behind The Motley Fool have helped millions of investors understand how to uncover...
June 20, 2025
Ten Top High Free Cash Flow Yield Stocks
Free cash flow yield serves as a crucial indicator for spotting financially robust companies amid market uncertainty. This measure reveals businesses that efficiently convert their operations into cash relative to their market capitalization. Organizations with superior cash...
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