O. Mason Hawkins and G. Staley Cates, whose Southeastern Asset Management funds have excellent track records over the past decade, say they are adding to their equity positions amid the…
Tag: Stingy Investor
Experts vs. Models: Who Wins?
A few recent articles have offered some very interesting data on the merits of quantitative analysis, and the limits of “expert” analysis. One is a Greenbackd.com review of Ian Ayres’…
Beating the Timing Temptation
As Liz Ann Sonders notes in the posting below, a lot of investors are now wondering whether it’s too late to jump into the market, or, for those who have…