Investing Research Articles

…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.

The evaluation of Jim Puplava’s stock market forecasts is based on his archive of regular written market commentaries, covering roughly early 2002 through early 2005, at which point he discontinued publishing them.

We evaluate here the market commentary of Jim Puplava at Financial Sense Online for February 2002 (the earliest available) through October 2005, at which point he stopped posting regular written commentaries archive. Jim Puplava is president of of Puplava Financial Services Inc., an investment advisory and money management firm, and Puplava Securities Inc., a broker-dealer…. Keep Reading

…statistical testing of their specific methods or conclusions is more appropriate than subjective grading of market commentaries (which they apparently do not issue anyway).

…the QQQQ Crash Trade Trigger has not worked very well since James Altucher began writing about it in 2003, perhaps due to data mining bias in the pre-publication analysis.

The information at Dohmen Capital Research appears to be mostly promotional copy and opinion rather than research.