Active investment management’s weekly magazine for fee-based advisors

How I See It
Market commentary provided by well-known technical and research analysts, financial authors, investment newsletter publishers, and economists. The opinions expressed each week represent their professional perspectives and not necessarily those of the magazine.

Fundamental line indicators for investors

Fundamental analysis is the foundation of stock investing and continues to be the number one source of data for selecting stocks by giant institutions, market professionals, managers of small funds, and retail investors. However, the quality of...

The essence of trend following: What is, is

Trend followers must always keep this thought top of mind: A market can only go up, down, or sideways; there is supply, demand, or equilibrium. Unless you’re Bill Clinton, what is, is. There may be fundamental reasons why a market should be doing...

What does it take to invest like Warren Buffett?

Editor’s note: Warren Buffett is not called the “Oracle of Omaha” without good reason. Countless books have been written about his personal story, his investing style, and his team’s unique success in building the multinational holding company Berkshire...

Possible cure for the summertime blues

June, July, and August will be upon us soon. Yep, the dreaded summer months that historically elicit the chant “sell in May and go away” each year. For most equity indexes, this advice has usually been true for more than 50 years. But, there are certain...

Are T-bonds repeating last year’s pattern?

So many investors believe that it is the Fed that determines interest rates, and thus bond prices. Or alternatively, that it is the mysterious force of inflation that drives interest rates. But the current evidence suggests it is the calendar that is...

Now’s the time for value

John P. Reese is co-founder of Validea Capital Management. He is the manager of Validea Capital’s active equity ETF and separate accounts, and the subadvisor to the Consensus Funds in Canada. John is the author of “The Guru Investor: How to Beat the...