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Day: January 30, 2015

8 years ago
Roundtable: Gross, Herro, Cohen And Others On What To Expect In 2015

A number of the world’s top investment strategists recently gathered for Barron’s annual roundtable to offer their thoughts on where the economy and markets are heading. David Herro, Abby Joseph…

8 years ago
Doll On The Dollar, Oil, And The Fed

A stronger dollar and falling oil prices tend to help the economy, but right now those two factors aren’t helping stocks, Nuveen’s Bob Doll says. (more…)

8 years ago
The Best Sector For The Long Haul Isn't What You Might Think

Every other issue of the Validea Hot List newsletter examines one the investing greats behind John P. Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy’s research…

Recent Posts
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Earnings Guidance Is Incorrect 70% of the Time
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Jupiter Fund Manager Bets Markets Are Wrong On...
May 22, 2023
Interpreting the Key Lessons from Great Investors
May 15, 2023
Buffett’s Success: A Good Decision Every 5 Years
Recent Original Research
May 10, 2023
What Would Your Investing Obituary Say?
By Justin Carbonneau (@jjcarbonneau) — At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: "You should...
April 12, 2023
Four Lessons from Guy Spier
By Jack Forehand, CFA, CFP® (@practicalquant) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven’t watched the interview yet, I recommend you check it out before you...
April 5, 2023
The Long and Short of Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. And that makes a lot of sense. If we want to adopt an investment strategy that...
March 29, 2023
Combining Sentiment and Fundamentals: How Quant Models Uncover...
By Justin Carbonneau (@jjcarbonneau) — In my previous article, "Unlocking the Market's Mood," we explored various methods of gauging investor sentiment in stocks. In this article, we'll delve into how different investing models on Validea employ some...
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