Ben Graham-Inspired Value Stock Picks

While recent attention has been directed toward growth stocks (primarily FANG), the temptation to abandon a value strategy is “exactly the  type of thinking that trips up investors,” writes Validea CEO John Reese in a recent Forbes article. Underscoring that value investing is contrarian and shies away from “chasing the hottest stock,” Reese argues that over […]

Lessons Learned from a Decade of Market Expansion

In a recent Barron’s article, Bessemer Trust Chief Investment Officer Rebecca Patterson shares insights regarding the economic expansion that has occurred over the last ten years, “seeking to uncover lessons that can help us to anticipate risks and opportunities ahead.” Here are some highlights: Peaks can be further away than you think. “Barring some shock” […]

Buffett-Inspired Picks that Could Outrun the Bulls

Using the annual “Running of the Bulls” as a backdrop, Validea CEO John Reese offers insights in a recentForbes article concerning the current bull market and how investors can avoid getting “trampled.” He writes, “Certainly not by trying to outrun—or outsmart—the bulls.” Reese highlights the investing mantra of market guru Warren Buffett, who inspired one […]

When Everything Seems Good, Investors Should Still Prepare for Market Dips

The bull market and upbeat economic landscape doesn’t tell us much about the future, says a Wall Street Journal article from earlier this month, “and the rise in stocks makes it less likely the general awesomeness will continue.” According to the article, worry has “all but disappeared this year,” but this creates a situation where investors are […]

Veteran Fund Manager Advocates Tire-Kicking

In the face of growing competition from exchange-traded funds, investors who want to demonstrate their value would do well to take a more hands-on approach to analyzing companies. This according to a recent Bloomberg article. The article shares the view of veteran stock picker Peter Elam Hakansson, founder of Stockholm-based East Capital AB: “Being an […]

Zweig Talks Color and Investor Behavior

New research shows that color can have a significant influence on investor behavior, writes Jason Zweig in a recent Wall Street Journal article. According to Zweig, researchers have found that “seeing red has a drastic effect on how people view investments.” One part of the research, says Zweig, shows that when investors looked at charts […]

Hedge Funds Weigh-In on Human Versus Machine Debate

“Humans won’t be obsolete in this lifetime,” according to a recent article in Bloomberg. The article discusses a variety of prevailing opinions about the degree to which automation and big data will displace money managers. Winton, a London-based $30.6 billion hedge fund, told its clients that “people must still make the big decisions,” adding that […]

Dalio Says Global Economy Entering New Phase

Billionaire hedge fund investor Ray Dalio says the global economy is entering a new phase where “markets won’t get the same level of support from monetary policy makers,” according to a Bloomberg article from earlier this month. The chairman of Bridgewater Associates recently wrote that central bankers are shifting from the nine-year period of holding […]

Grantham Sets the Record Straight

In a recent Barron’s article, Boston-based asset management firm GMO’s co-founder Jeremy Grantham sets the record straight after what he calls “a few misquotes and misunderstandings by journalists.” The journalists, writes Grantham, implied that he believes high share prices are here to stay and that “regression to the mean has ended. This is, of course,” […]

Copper Better Hedge than Gold

While gold has been the popular inflation hedge over the past ten years, copper was a better bet according to a recent Bloomberg article. “While data show that broad community indexes provided the best bang for the buck during periods of rising costs in the U.S., the red metal stands out. According to the article, […]