Remove Economics Remove Management Remove Valuation
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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

Two managers of a single-family office siphoned off so much money that each became a billionaire. Other than a handful of superstar managers (most of whose funds you cannot get into), the vast majority of these managers fail to justify their costs. Do you hang on every word whenever a famous fund manager shows up on TV?

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Q&A: Your Money Map

The Big Picture

How useful is management guidance? I looked at Recession, Profits, Valuations, US Dollar, Geopolitics, Market crashes. Thats based on lots of academic studies (There are 100s of endnotes sourcing all of these) Favorite example: One study found that mutual fund managers were good buyers of stock, but bad sellers.

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The Critical Importance of Process Over Outcomes in Investing

Validea

When investment managers post strong returns over one, three, or even five-year periods, they often see significant inflows of capital. This is where systematic, quantitative approaches often hold an advantage over discretionary management – they can more reliably maintain consistent execution over time.

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Weekly Market Insights: November 25th, 2024

Cornerstone Financial Advisory

7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. Indexes do not incur management fees, costs, and expenses. New Home Sales. FOMC Minutes. Durable Goods. stock market.

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Martin Zweig: The Conservative Growth Master Who Built a Fortune Through Disciplined Investing

Validea

Unlike many with similar dreams, Zweig followed through with intense dedication – studying economics at Wharton, earning an MBA from the University of Miami, and completing a Ph.D. This early research sparked his broader investigation into using various market and economic indicators to forecast market movements.

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The Succession Conundrum: How Advisors Can Balance Legacy and Liquidity

Diamond Consultants

By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. And how can advisors solve the dual mandate of allowing the Gen 2 advisor to inherit in a timely fashion while also making the retiring advisor economically whole?

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Ten Top Warren Buffett Stocks – May 2025

Validea

.” This approach emphasizes acquiring businesses with durable competitive advantageswhat Buffett famously calls “economic moats”that can sustain superior returns for extended periods. Only after a company passes these comprehensive quality filters does valuation enter the equation.