• January 22nd, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Are Stocks Overdue for a Correction?

    Today’s stock market almost appears to be levitating. From January 1, 2017 to January 12, 2018, the S&P 500 Index surged 27%, and the ride was remarkably smooth. To put the recent market calm in some context, we looked back in history. We tallied market corrections of 10%, 20%, and 30% by calendar year from […]

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  • January 10th, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    The Curious Case of Low Profitability and High Stock Returns

    It seems almost axiomatic that more-profitable businesses should generate better returns for investors than their less-profitable counterparts. In fact, the historic link between profitability and stock performance has been well documented by academic research.* Yet, in the recent market environment, this investment principle has been turned on its head. What is going on here? Exhibit […]

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  • October 20th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    After a Decade of Strong Large Cap Growth, is There a Place for Small Value in Your Portfolio?

    The recent outperformance of favored tech stocks is the latest blow to small-cap value in a decade-long pattern biased toward large-cap growth. Indeed, although small-cap value has historically outperformed large-cap growth by a five-percentage-point annualized premium, that advantage turned to a deficit over the past 10 years. But any given 10-year period is idiosyncratic, subject […]

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  • October 15th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Richard Thaler’s Well-Deserved Nobel Prize

    Whenever I think about Richard Thaler, who was awarded the 2017 Nobel Prize in Economics on October 9 for his contributions in the field of behavioral economics, my mind flits to the Giant Blue Whale in New York’s American Museum of Natural History. In November 2008, amid financial panic and cratering stock markets (the S&P […]

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