Investing Research Articles

There is probably no instrument that is an "ideal" hedge based on the definition of very low return correlations with high-yield bonds under all economic conditions.

The leap from past multi-year highs to future performance is not obvious.

We evaluate here the market commentary of Donald Rowe since June 2002, previously available via Zacks.com. Donald Rowe, Chief Research Director of the Carnegie Management Group. Mr. Rowe’s commentary for Zacks was discontinued as of...

...evidence from simple tests on a limited dataset does not support a belief that Arch Crawford's trading recommendations beat a buy-and-hold strategy.

There is not enough information at the Peter Dag Portfolio to evaluate meaningfully the forecasting or investment record of its editor, George Dagnino.

...evidence from simple tests indicates that the TimingCube market timing advisory service may outperform a buy-and-hold strategy over periods that include bear market conditions, but that nimble use of 200-day simple moving average crossover signals...

there is not enough information available to assess the value of the MarketTrak service with reasonable confidence. Data snooping bias is a principal concern.

Are Treasury Inflation Protected Securities (TIPS), for which the Treasury adjusts the principal based on the Consumer Price Index for all urban consumers (CPI-U), effective as an inflation hedge? In their September 2009 paper entitled...

...the StocksandBulls.com trading advisory service may offer an edge to traders with reasonably large accounts. However, a recent large increase in the number of recommended positions, a tendency to hold losers longer than winners and...

...gold is generally a hedge and safe haven for stocks in developed markets, but not in emerging markets.

...active traders may find value in Trading from Your Gut as a means to benchmark their trading thought processes against those of an experienced and introspective peer.

The most relevant research at CXOadvisory.com is...

The most relevant research at CXOadvisory.com is...

In his 2009 book Common Sense on Mutual Funds: Fully Updated 10th Anniversary Edition, author John Bogle has “not altered a single word of the original edition, but [has] chosen instead to update its voluminous...

The description of the methodology used by Markus Rose is generally vague and the astrological rationale implausible.

...evidence suggest that investors should consider both the expected the state of the economy and the rareness of that state in in anticipating the relationship between asset class returns and asset class return volatilities.

...evidence indicates that inflation hedges effective over the short run, such as commodities, may not work over long horizons and that tactical asset allocation following inflation surprises could enhance long-term investment returns.

There is no public data on his web site regarding the performance of his investing/trading recommendations.

The essential explanation for the apparent pricing abnormality you cite is that VIX options are not priced based on the value of VIX but on the price of VIX futures.

The stream of formal research in the public domain on high-frequency trading is relatively thin.

...the sample does not support a belief that his financial markets forecasting ability is remarkable.

Should investors look for consistent predictability, or upside surprises, in quarterly earnings announcements? In his November 2009 paper entitled “Meeting Analyst Forecasts and Stock Returns”, Ioan Mirciov investigates relationships between announced earnings (relative to analyst...

...relatively inexperienced investors should find Fire Your Stock Analyst! a useful guide for analyzing U.S. stocks. However, the book presents no benchmarks for investing performance and does not support diversification across asset classes.

...evidence from a limited sample period (in terms of number of bull and bear markets) indicates that optimized leverage beats both fixed leverage and no leverage. However, with unlucky initial conditions, even optimized leverage may...

As suggested by a reader, we evaluate here stock market forecasts of John Buckingham, Chief Investment Officer of Al Frank Asset Management, who emphasizes careful stock selection, broad diversification and a long investing horizon. He...