by John Reese | Sep 13, 2017 | How I See It
Should investors be thinking “old school” for their portfolio selections? It’s the time of year when notebooks and pencils (OK, iPads and styluses) are replacing flip-flops and swimsuits. Go into any store and you’ll see all of the back-to-school...
by John Reese | May 24, 2017 | How I See It
Before the Berkshire Hathaway annual meeting on May 6, 2017, CEO Warren Buffett disclosed that he had sold about a third of the firm’s 81 million shares of IBM, causing a nearly 4% drop in the tech company’s share price that precipitated a domino-like...
by John Reese | Feb 1, 2017 | How I See It
The “large cap versus small cap” debate is ongoing and multifaceted, and the recent presidential election has added another layer of complexity. However, I believe the current small-cap reversal may still have significant room to run. Over...
by John Reese | Sep 21, 2016 | How I See It
Over the last seven years, the market has had a steady diet of ultra-low interest rates and, while the general expectation is that the Fed will raise rates in the coming months, the size and spacing of such increases are the subject of much speculation....
by John Reese | Apr 21, 2016 | How I See It
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...
