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Do cryptocurrencies have a place for value-oriented investors?

What’s the value of Bitcoin? Or better, what makes it valuable? Is it because many people think it’s valuable? Is it valuable because it’s cool…

Rising interest rates, value investing, war in Europe: key questions answered

It’s a chaotic time for institutional investors. Between rising inflation and interest rates, war in Europe and an ongoing global pandemic, stock market volatility is…

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Expert panel: A look at commodity price behaviour over the business cycles

With gas and oil prices reaching new heights last week, panicking both politicians and consumers, we must ask ourselves if this behaviour is typical of…

Expert panel: The concept of risk and risk management in value investing and modern portfolio theory

Between mixed signals about inflation, signs of structural weakness in China’s over-leveraged real estate sector and September’s low returns on global equities, institutional investors have…

  • October 14, 2021 October 14, 2021
  • 13:15

There’s more pandemic-era punches to come for institutional investors

Mike Tyson’s one liner “Everyone has a plan until they get punched in the mouth” comes to mind when I think of the predicament central…

  • April 1, 2021 April 6, 2021
  • 13:00
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Moving beyond a naive definition of value investing

Stock picking with the right process and the right temperament works. And, contrary to popular claims, value investing is not dead. Those who claim it…

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Is value investing dead? And what does this have to do with low or negative interest rates?

Two questions seem to occupy pundits and popular media these days. One is why interest rates are negative and what this means. The other is…

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What does the yield curve say?

A lot of ink has poured into the discussion of an inverted yield curve, and what it means, yet I am still unsure if people…

The Trudeau effect: Part two

Is Canada's underwhelming market performance Trudeau's fault?

  • October 4, 2018 January 13, 2021
  • 13:53
How Buffett’s Approach Can Help Endowment Funds

How Buffett’s Approach Can Help Endowment Funds

Why value investing works for university foundations.

  • June 6, 2018 September 13, 2019
  • 08:13
Millennials and the Rise of Amazon

Millennials and the Rise of Amazon

How a generation has shaped the new economy.

  • February 5, 2018 September 13, 2019
  • 11:55
The Bitcoin Bubble

The Bitcoin Bubble

As Keynes used to say the markets can stay irrational longer than one can remain solvent.

  • December 19, 2017 September 13, 2019
  • 10:32
Trump’s Tax Reforms Could Mean Trouble For Stocks

Trump’s Tax Reforms Could Mean Trouble For Stocks

Look to Reagan's tax legacy for clues.

  • May 1, 2017 September 13, 2019
  • 14:13
Are We Headed for a Crash?

Are We Headed for a Crash?

Blogger checks some new indicators to see if the U.S. market is headed for a big fall.

  • February 15, 2017 September 13, 2019
  • 14:43
Is there a US stock market bubble?

Is there a US stock market bubble?

7 signs trouble is brewing.

  • December 9, 2015 September 13, 2019
  • 17:03
The Tragedy of Greece

The Tragedy of Greece

Greece's catch-22: a toxic deal or a disorderly exit.

  • July 15, 2015 September 13, 2019
  • 18:19
Are Cross-Listed Stocks Hurting Your Portfolio?

Are Cross-Listed Stocks Hurting Your Portfolio?

They can if you're a low volatility investor.

  • January 14, 2015 September 13, 2019
  • 14:11
Why This Bull Market Is…Bull

Why This Bull Market Is…Bull

A realistic expectation about future stock returns.

  • January 7, 2015 September 13, 2019
  • 13:48
Why Public Support Won’t Save the Auto Industry

Why Public Support Won’t Save the Auto Industry

A value investor's approach to car companies.

  • April 9, 2014 September 13, 2019
  • 13:42
How Overvalued Are Equity Markets?

How Overvalued Are Equity Markets?

To find out, we put Shiller's CAPE to the test.

  • March 25, 2014 September 13, 2019
  • 11:53
Stop Stressing About Stock Options

Stop Stressing About Stock Options

To expense or not expense? The markets will ultimately decide which is best.

  • February 19, 2014 September 13, 2019
  • 06:47
How to Choose Undervalued Stocks

How to Choose Undervalued Stocks

It's not easy to separate the winners from the losers.

  • January 7, 2014 September 13, 2019
  • 15:31
Do Good Companies Make Good Investments?

Do Good Companies Make Good Investments?

It all depends on the margin of safety.

  • November 25, 2013 September 13, 2019
  • 08:06
Forward vs. Trailing P/E Ratios

Forward vs. Trailing P/E Ratios

Which metric has better predictive power when it comes to stock returns.

  • July 31, 2013 September 13, 2019
  • 12:02
Which U.S. Stocks Will Outperform?

Which U.S. Stocks Will Outperform?

Our research shows which U.S. value stocks will thrive and which will dive.

  • June 12, 2013 September 13, 2019
  • 12:03