John Maynard Keynes: Star Investor?
Was John Maynard Keynes, famous for contributions to macroeconomic hypotheses, a superior investor? In their March 2012 paper entitled “Keynes the Stock Market Investor”, David Chambers and Elroy Dimson evaluate the investment philosophy...
Warren Buffett on Investing
Does Warren Buffett consistently keep Berkshire Hathaway in market-beating form? If so, how does he do it? In his annual letters to stockholders, he includes company performance and benchmark data and describes in general terms how he goes about invest...
Forbes Evaluates Ken Fisher’s Stock Picking
Each year, Forbes calculates the performance of columnist recommendations assuming: (1) equal initial investments in each stock pick when published; (2) 1% trading friction for each purchase; and, (3) matching benchmark investments in the S&P 500 I...
Doug Kass: Lyrical Oracle?
As suggested by readers, we evaluate here Douglas Kass’ outlooks for the U.S. stock market since mid-2006 as extracted from his Seabreeze Partners blog. Douglas Kass is founder and President of Seabreeze Partners Management, Inc., which “...
Sunspot Cycle and Stock Returns
A reader asked: “Have you had the opportunity to evaluate Charles Nenner as an equity and commodities forecaster?” Charles Nenner is self-described as “the talk of Wall Street since accurately predicting some of the biggest moves in t...
The Timing Value of John Hussman’s Market Climate Assessments
John P. Hussman, Ph.D, president of Hussman Investment Trust, describes his market timing approach as follows: “The key elements in evaluating securities and market conditions are ‘valuations’ and ‘market action.’ Each uni...
Mark Hulbert’s Stock Newsletter Sentiment Index
A reader suggested that we review the stock market commentary of Mark Hulbert, editor of the Hulbert Financial Digest, which tracks the recommendations of a wide range of investing newsletters. He is also a regular columnist at MarketWatch. Because Mar...
Peter Eliades: Cycling the Markets
As suggested by a reader, we evaluate here the public stock market forecasts of Peter Eliades since late 2002. Evaluated predictions/recommendations come indirectly via MarketWatch columns, which have reported his commentary sporadically in recent yea...
Does Accurate Forecasting Get Attention?
Do individual experts whose U.S. stock market forecasting records are good (bad) gain (lose) attention? The “pro” argument is that investors (and online intermediaries) eventually flock to good forecasters and ignore bad ones in search of a...
Gary Savage, Tracking Smart Money?
As suggested by a reader, we evaluate here Gary Savage’s outlooks for the U.S. stock market since May 2007 as extracted from his current Smart Money Tracker blog (since March 2010) and its predecessor site. While Gary Savage states that his ̶...
Steve Todd’s Intermediate-Term Market Calls, A Forward Test
...a trader using Steve Todd's intermediate-term stock market calls as made public via Decision Point since 5/4/06 would have underperformed the market substantially.
