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: Historical Lessons
Apple vs. Google, and Other Market "Playoff" Matchups
With the NCAA’s college football playoff only a couple weeks away, Validea CEO John Reese recently took a look at some stock market “playoff” matchups that feature several global powerhouses,…
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…
When It Comes To Growth Or Value, Have Your Cake And Eat It Too
It’s extremely common to hear investment commentators talk about “growth” and “value” as though they are polar opposites. But Validea CEO John Reese says not to buy that false notion.…
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…
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…
Market Volatility Could Derail Momentum Stocks
Momentum investors beware — the recent rise in market volatility could make for challenging times for momentum stocks, while quality growth plays could emerge as the market’s new leadership group,…
Dalio Sees Significant QE Before Significant Rate Hike
Hedge fund guru Ray Dalio says he expects the Federal Reserve to make a significant quantitative easing move before it makes a significant interest rate hike. “To be clear, we…
Nygren: Relax, and Rebalance
Much of the speculation about the reason for the market’s recent plunge has been that investors are downright scared about China’s slowing growth. But top mutual fund manager Bill Nygren…