Investing Research Articles

We evaluate here the New York Metro “Bottom Line” commentary of Jim Cramer regarding the stock market via his archived articles since May 2000. Jim Cramer is among the most visible and prolific members of the financial media. He is Director, Co-founder and ubiquitous contributor at TheStreet.com, where he offers his ActionAlertsPlus service. He is… Keep Reading

…evidence indicates that self-reported hedge fund performance data tends to overstate hedge fund industry return and understate risk.

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 May 2008. The table below quotes forecast highlights from the cited source and shows the performance of the S&P 500 Index… Keep Reading

…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 may do as well or better than TimingCube 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 “A TIPS Scorecard: Are TIPS Accomplishing What They Were Supposed to Accomplish? Can They Be Improved?”, Michelle Barnes, Zvi Bodie,… Keep Reading