The Wall Street Journal’s Money Beat column highlights the value of simplicity in investment prediction models. Profiling work by John C. Bogle, founder of Vanguard Group, that draws on historical…
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Stock Market May Not be as Overvalued as Some Believe
Larry Swedroe of Buckingham (independent member of BAM Alliance) says that stocks are not nearly as overvalued as many leading commentators and analysts suggest. He offers six reasons that, he…
Morningstar's Rekenthaler on Modest Market Timing
John Rekenthaler of Morningstar considers the case for modest market timing and concludes that “market-timing can be one of many useful items on an investor’s ‘shelf.'” Reviewing an article by…
Managing Risk in Concentrated Funds
Concentrated investment funds are inherently risky, but that is why a good manager may make all the difference, according to a recent piece in Barron’s. The article profiles several concentrated…
Three Tips from one of Canada's Top Institutional Investors
In a piece titled “How to Invest Like a Canadian,” Fortune Magazine offers three lessons from the Ontario Teachers’ Pension Plan, one of the world’s most successful pension funds. It…
Bond Market Volatility Likely to Continue in 2016
Short and long-dated Treasuries have nearly identical returns this year, with Barclays indices showing 0.71% returns for 1-3 year Treasuries and 0.68% returns on the 20-year-plus index. Expectations that the…
Dollar Could Weaken Even As Fed Embarks on Rate Hiking Cycle
The rationale for predictions of continuing strength in the dollar are well-known but may be wrong, writes Ben Levisohn for Barron’s. Fundstrat strategist Thomas Lee looked at the last 11…
Low Rates Could Remain Stubbornly Low for Longer than Most Think
The Fed’s decision to raise short-term interest rates does not necessarily signal the beginning of a return to pre-2007 rates (averaging 7.3% from 1970-2007), writes Neil Irwin, Senior Economics Correspondent…
Dow Transports Index Has "Bearish Implications"
Weakness in the Dow Jones Transportation Average, which is the oldest stock market index, has “bearish implications,” according to Mark Hulbert of MarketWatch. A recent U.S. Department of Transportation report…
Low Rates Could Remain Stubbornly Low for Longer than Most Think
The Fed’s decision to raise short-term interest rates does not necessarily signal the beginning of a return to pre-2007 rates (averaging 7.3% from 1970-2007), writes Neil Irwin, Senior Economics Correspondent…