If you are trying to avoid the next bear market, Validea CEO John P. Reese has some advice: Stop trying to avoid the next bear market. In a piece for…
Category: Behavioral Finance
Be Like Buffett: Go Low -- Low-Beta, That Is
Conventional wisdom has long held that, in investing, greater risk leads to greater reward. But over the past couple years, new research has turned that idea on its head, and…
Value Portfolio, Meet Big Mo'
Much like a shot of nutrient-rich wheatgrass can add a “power boost” to your morning smoothie, a shot of momentum can add a big boost to your value investing portfolio,…
Don't Get Spooked By Value Stocks
Value stocks may have underperformed growth stocks for several years now, but Validea CEO John Reese says investors would be wise not to pronounce value investing dead anytime soon. “Given…
How Your Brain Hurts Your Returns -- And What You Can Do To Stop It
What’s the biggest obstacle to investment success? Validea’s John Reese says it may well be our own brains. “The capabilities of human beings’ brains are staggering,” Reese writes in his…
What Yogi Berra, Pete Carroll, and Fantasy Football Can Teach Us About Investing
Can watching sports and playing fantasy football make you a better investor? Definitely, says Oakmark’s Howard Marks – if you take away the right lessons. In a piece for Barron’s,…
Focus on Long-Term Food Trends, Not Short-Term Factors, Reese Says
One of the keys to successful investing is knowing the difference between long-term trends and short-term disruptions. That’s what Validea CEO John Reese says, and he says investors who can…
A Disciplined Market-Timing System That Nearly Doubled The Market Over Four-Plus Decades
Trying to time the market often leads to big problems for most investors. But Validea CEO John P. Reese says that, in the hands of a highly disciplined investor, a…
Overcoming Recency Bias Important to Investing Success
Recency bias, which is the tendency to overweight recent experiences, is a pitfall that many investors face. This article in the latest issue of Financial Planning gives some good examples…
Paulson: Understanding Indisputable Consensus and Unrecognized Themes
In an article in Canada’s Financial Post, columnist David Pett offers up some valuable investment insights from James Paulson, chief investment strategist at Wells Capital Management, who has been mostly…