Som Seif, President and CEO, Purpose Investments, says that the major issue he has with the market is not valuations, but rather the mispricing of risk, and talks ...Read more Comments Off on Som Seif: Where would you put money now?
How Much Value Has the Energy Industry Destroyed? by Jelena Sokolova, CFA Institute While economies, industries, and companies develop in cycles, it is tough to call the beginning ...Read more Comments Off on How Much Value Has the Energy Industry Destroyed?
ETF Charts Showing a Market in Transition from Momentum/Tech to Value/Industrials? by Conor Sen In a past life I was primarily a technical analysis guy. Now I’ve mostly ...Read more Comments Off on ETF Charts Showing a Market in Transition from Momentum/Tech to Value/Industrials?
by Charles Sizemore, Sizemore Capital Management I’ve been bullish on European stocks for the past year based on their vastly cheaper valuations relative to the American market. I’m ...Read more Comments Off on Hunting for Value in European Stocks
by Ben Carlson, A Wealth of Common Sense One of the most difficult aspects of investing is that to create a successful investment process you have to get ...Read more Comments Off on Competing Investment Strategies Are Difficult to Stick With or Let Go Of
by Econompic Data Josh Brown (i.e. The Reformed Broker) has a nice piece questioning the merit of unconstrained bond funds. Embedded within that article was this gem: In ...Read more Comments Off on During Rising Rates Growth Stocks Tend to Outperform Value
by Ben Carlson, A Wealth of Common Sense Generally, investing in different factors will give you a diversification benefit because certain styles tend to perform differently depending ...Read more Comments Off on When are Value and Growth Going to Matter Again
Orignally aired March 28, 2014 CONSUELO MACK: This week on WealthTrack…How do you hit the investment jack pot? Wintergreen fund’s David Winters explains his trifecta formula of buying ...Read more Comments Off on David Winters: A Different Drummer
by Kara Lilly, Mawer Investment Management A scrappy, twenty-something-year old from Detroit, Andy Didorosi does not fit into the typical image of American capitalism. Wearing neither a Wall ...Read more Comments Off on Made in Detroit: Seeing Value Where Others Do Not
by Wesley Gray, Turnkey Analyst For many investors, it is an article of faith that value investing is the best approach to investing in public equities. Value investors, ...Read more Comments Off on Why Does Value Investing Work?
Here is the first at-length TV interview we have ever seen GMO’s Jeremy Grantham do. We could not figure out how to embed it, so here’s the link. ...Read more Comments Off on Jeremy Grantham: Alan Greenspan is My Nemesis, and More