Special Series

CHRIS DAVIS: IT’S ALL IN THE FAMILY

May 9, 2014

Third generation great investor, Chris Davis, shares the investment lessons passed on from his grandfather and father at The Davis Funds including the key concepts of owning businesses not stocks and focusing on long-term value not short-term expansion. Continue Reading »

ANDREW LO: FINANCIAL INNOVATION

May 2, 2014

Why do investors make stupid mistakes? Why do individuals consistently underperform the very funds they invest in? Are there strategies investors can follow to avoid self-destructive behavior? Those are some of the weighty questions Financial Thought Leader Andrew Lo is trying to answer from two vantage points, one as a professor of Finance at MIT and Director of its Laboratory for Financial Engineering, the other as strategist and fund manager at his firm AlphaSimplex Group. This week’s conversation will start with his most recent research project at MIT, titled “Artificial Stupidity”!  Continue Reading »

ROBERT ARNOTT ACTION POINT

April 11, 2014




Be Open To New Investment Ideas But Don’t Bet The Farm On Them

-Fundamental Indexation – Weights stocks based on key fundamentals, not price.
-Fundamentals can include revenues, earnings, cash flow, book value, dividends, etc.

CLEMENTS & ZWEIG ACTION POINT

April 7, 2014




Treat Your Social Security As A Bond Holding

For instance $21,000 of Social Security income a year is equal to holding a $700,000 portfolio of 10 Year Treasury bonds yielding 3 percent.

ROBERT SHILLER: NOBEL PRIZE WINNING ECONOMIST

February 21, 2014

Robert Shiller, recent winner of the Nobel Prize in Economic Sciences, a Yale professor and the co-creator of the Case-Shiller Home Price Indices discusses the importance of psychology in the markets and what it’s telling him now. Continue Reading »

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