Read Here: A market-beating investor on Charles Schwab’s exclusive list of top-tier mutual funds explains why he believes traditional value investing never really worked — and shares his strategy for identifying the best cheap stocks […more]
This article first appeared on RealClearMarkets.com December 29th 2020 DEAR EDITOR: I am an investor. Experts say valuation does not matter. Please tell me the truth; does valuation matter? VIRGINIA O’HANLON 115 WEST NINETY-FIFTH STREET […more]
The 1999 Tech Bubble was an extraordinary period. “Fundamentals don’t matter” “It’s a tech company, not a manufacturer” “Past a certain point of profitability, there’s zero chance the call options tank back to worthless” However, […more]
This article first appeared on RealClearMarkets.com December 10th 2020 A trend among investment managers is to focus on “evidence-based” investing, which boils down to adopting strategies that have strong empirical support and ideally a strong […more]
We venture that few investors would have foreseen stocks at these levels had they known 2020’s timeline of events in advance. We have little if any idea on irrational exuberance or market tops but have some thoughts on where to, and where not to, look for value. […more]
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