Investing Research Articles

…investors should adopt a stance of considerable skepticism about stock-picking research.

Independent collection and analysis of this data is not presently practical for CXOadvisory.com.

There is not enough information to tell whether the claims about investment results…represent a reasonable expectation for a subscriber.

Proprietary information is not subject to “fair use” for review as is publicly available but copyrighted information.

…evidence from simple tests does not support a belief that adding a downside risk factor materially enhances the performance of a momentum-driven tactical asset class allocation strategy.

…evidence from mutual funds suggests that momentum (contrarian) investors/traders can enhance returns by focusing on stocks with high (low) beta.

CXOadvisory.com generally focuses on U.S. equities for this kind of analysis.

…we are putting Jon Markman on a watch list but not establishing a formal review at this time.

As suggested by a reader, we evaluate here the stock market commentary of Bob Hoye via “Pivotal Events” commentary at SafeHaven. Bob Hoye is Editor & Chief Investment Strategist of Institutional Advisors, which states that: “The term ‘Rational Fringe’ has been used to distinguish our research from the mainstream convictions that financial history was random… Keep Reading

…evidence from simple tests using an imperfect metric indicates that Robert Drach’s approach to timing the broad U.S. stock market depresses rather than enhances portfolio returns. The aggregate performance of his “Basic Timing” Model Portfolio is roughly the same as that of buying and holding SPY.