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Monthly Archives: September 2010
Q&A: A “Stock Picker’s Market”?
Q: Many experts characterize the current environment as a “stock picker’s market.” Is there any evidence that stock selection is more successful under certain market conditions? A: EFF/KRF: They can’t be experts since, as Bill Sharpe pointed out in 1991, … Continue reading
Posted in investing
Tagged Dimensional, Eugene F. Fama, Kenneth R. French
The Mother of All Evil is Speculation
Question: What should you do if you think the US dollar is doomed to failure? Mark’s Response: Eugene Fama recently stated that currencies follow a random walk and exchange rates embed all current information and the forecasts of future information … Continue reading
Posted in index funds, investing
Testing Market Efficiency – Eugene Francis Fama
From May 28, 2010 ‘Testing Market Efficiency’ – Eugene Francis Fama transcript by Sameer Desai Q. Are you ever surprised that certain things in the past we thought were settled are currently not settled…I guess I am referencing to the … Continue reading
Posted in index funds, investing
David Tepper Wants Us to Believe It Was Easy to Beat the Market
Stay tune. I have asked several experts to try to explain his Hedge Fund’s 30%/year return for a 17 year period. Before you rush out and try to get into his fund, read this very carefully (click the title): Here … Continue reading
Posted in investing
Tagged hedge funds
Interview of Kenneth French
Did Diversification fail when we needed it most? July 8th 2009. Transcribed by Sameer Desai Q. Ken many investors have recently seen the values of their portfolios drop significantly despite owning what they thought was a well diversified portfolio-does that … Continue reading
Posted in investing
Q&;A: Commodity Exposure through Stocks?
Q: How can investors achieve exposure to commodities by investing in stocks? A: EFF/KRF: Many companies have long positions in commodities and gain when commodity prices rise. Energy companies, for example, have reserves of oil, gas, and coal, and profit … Continue reading
Posted in investing
Tagged Dimensional, Eugene F. Fama, Kenneth R. French
Interview of Kenneth French
Identifying Superior Managers-Fama / French Forum, June 17th 2009. Transcribed by Sameer Desai, Mumbai, India I am Brad Stiemen from DFA and with me is Keneth French the Hyde Professor of Finance at Dartmouth College and also a Director at … Continue reading
Posted in investing
Interview of Rex Sinquefield, Co-Founder of DFA
Interview of Rex Sinquefield, Co-Founder of DFA, Approximately 1999. Transcribed by Sameer Desai, Mumbai, India Q. Your childhood ambition was to become a priest-yet you left the seminary to study finance. Why did you do that? A. Well they are … Continue reading
Posted in investing
Interview of Gene Fama, Jr. (VP of DFA) by Mark Hebner
Interview of Eugene Fama Junior (VP of DFA)-by Mark Hebner dated 10th December 2008. Transcribed by Sameer Desai, Mumbai, India Mark : Your father is famous for developing what is called EMH and maybe so that you can put in … Continue reading
Posted in index funds, investing
Tagged capitalism, free markets, index funds, investing, stock pickers, stock picking
Free Markets Do It Best — Why Fool With Anything Else?
October 12, 1995 – Oldie but Goodie: A Classic: The Rex Sinquefield Active Versus Passive Debate. Fidel Castro recently admitted the "market failure model" does not work. When will active managers do the same? It is all about the price. … Continue reading
Posted in investing
Tagged capitalism, commanding heights, free markets, Hayek, planned economy, stock pickers, Von Mises
