Below is a weekly summary of our research findings for 7/29/19 through 8/2/19. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs.
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- Performance of Analyst Short-term Trade Ideas
Evidence indicates that trade ideas issued by broker analysts likely have value, especially for institutional clients of the issuing broker. - T-bills Beat Most Global Stocks?
Evidence indicates that most global stocks generate negative long-term excess returns and that long-term equity wealth creation concentrates among a relatively few stocks. - The BGSV Portfolio
Very limited evidence suggests a possible way to exploit a collection of very risky but diversified assets via a cash skim. - Investors vs. Matched Robo-investors
Evidence suggests that sophisticated robo-advisors may help retail investors largely by suppressing portfolio drawdowns. - OFR FSI as Stock Market Return Predictor
Available evidence indicates that a monthly U.S. stock market timing strategy based on prior-month OFR FSI avoids volatility and drawdowns, but may sacrifice CAGR for extended periods.
