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MiB: The Jeremies! Schwartz and Siegel on SFTLR!

The Big Picture

Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005. Favorite Books of Jeremy Siegel + Jeremy Schwartz.

Assets 296
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MiB: Jon McAuliffe, the Voleon Group

The Big Picture

McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

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10 Tuesday AM Reads

The Big Picture

Barron’s ) • Loose Monetary Policy and Financial Instability. Fed working paper finds that long periods of easy money leads to financial instability. This may not be surprising to financial market participants, but this is the first time I have seen a Fed working paper coming to this conclusion.

Food 274
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At the Money: Stock Picking vs. Value Investing 

The Big Picture

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.

Investing 293
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Three Things – Is a Recession Coming?

Discipline Funds

Buffett said: Having loads of liquidity lets us sleep well … during episodes of financial chaos that occasionally erupt in our economy, we will be equipped both financially and emotionally to play offense while others scramble for survival. And so he has very low expenses and liabilities relative to his assets.

Assets 69
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Friday links: principles and beliefs

Abnormal Returns

Strategy When should you change your asset allocation? amycastor.com) Books Five insights from Edward Chancellor's new book "The Price of Time: The Real Story of Interest." nextbigideaclub.com) Tyler Cowen recommends Jon Hilsenrath's new book "The Trailblazing Economist Who Navigated an Era of Upheaval."

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Ten Growth Stocks Meeting the Test for Long-Term Success

Validea

Financial markets are constantly evolving, and smart investors need proven methods to spot real growth potential. The G-Score evaluates eight key financial metrics tailored specifically for growth-oriented businesses. The framework also examines important profitability measures like return on assets and cash flow performance.