Section
ideas
136 posts
Why To Beware Asset Class "Cross-Dressing"
At a time of ultra-low bond yields and more compressed expected equity returns, investors are using their stock…
Enlightment: Admitting You Don't Have It All Figured Out (And Never Will)
“I don’t think that many investors have learned that the more you press, the more problems you get…
A Deep Dive into a Model That Helps Explain Gold Prices
by Eddy Elfenbein, Crossing Wall Street Four years ago, I wrote a post discussing my thoughts on how…
Why You Should Try and Automate Your Investing as Much as Possible
by Patrick O'Shaughnessy, Millenial Invest Most debates in investing focus on strategy: active or passive; hedge funds or…
On the Value of Combining Several Factors
Another Complementary Factor Modef by Cam Hui, Humble Student of the Markets In the past, I had written…
Michael Mauboussin: The Success Equation: Untangling Skill and Luck in Business, Sports and Investing
Michael Mauboussin talks about The Success Equation: Untangling Skill and Luck in Business, Sports and Investing
Two Stock Market Segments Offering Good Value
Today’s stretched valuations and low market volatility leave stocks – especially those in more expensive market segments -…
Vialoux's Tech Talk: July 17, 2014
by Don Vialoux, Timing the Market Responses to Second Quarter Reports Responses have been mixed at best.…
Why Our Expectations Run the Markets
Investing, basically by Ben Carlson, A Wealth of Common Sense “Perceptions of future stress are felt now.” –…
The Importance of Learning to be Wrong
by Cullen Roche, Pragmatic Capitalism A lot of people are talking about this segment on CNBC yesterday in…
Alfred Lee: Investment Outlook (July 2014)
Waiting For a Pause ... by Alfred Lee, CFA, CMT, DMS Vice President & Investment Strategist BMO ETFs…
Nearly Every Breadth Measure Shows Market is Overbought
by The Short Side of Long This months market breadth report focuses on the reoccurring theme, no matter which…
Bill Smead: "I Love Technology, but I Love LaFawnduh More"
by William Smead, Smead Capital Management The first time I saw the movie, Napoleon Dynamite, I walked out…
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
Tom Brakke: The Nature of Value
by Tom Brakke, Research Puzzle When I travel, I try to meet with people and organizations from…
