Portfolio manager and researcher Dr. Wesley Gray is at it again, looking for ways to build that proverbial better mousetrap. I reviewed Gray’s previous book, Quantitative Value, which he co-wrote with Tobias Carlisle, and found it to be “solid piece of research that combines the successful value investing framework of Benjamin Graham and Warren Buffett with the...Read More

Photo credit dilettantiquity The following is an excerpt from a piece I wrote for InvestorPlace. A stock market education is expensive, and I’m not talking about the cost of a Harvard or Wharton MBA. Those, while pricey, can actually be cheap by comparison. Unfortunately, there is no real shortcut here. All stock market education is,...Read More

It’s probably bad form of me to slander my own profession, but sometimes it is roundly deserved. So today, I’m going to share some of the insights of Wesley Gray, Jack Vogel and David Foulke in their 2015 book DIY Financial Advisor. “DIY” stands for do it yourself, of course. And that’s what Gray and...Read More

Wesley Gray, manager of the ValueShares US Quantitative Value ETF (QVAL), may very well be the most interesting quant you’ll ever meet. Granted, the word “quant” brings to mind an old man in a white lab coat stooped over reams of data, but hear me out. Before getting his PhD in finance from the University...Read More

At one time or another, we’ve all wondered if the Western world has lost its direction.  For much of the past 100 years—and even more so since the 2008 financial crisis—the West has been riddled with self-doubt and at times, it would seem, even self-loathing. Whether it is guilt over the past sins of colonialism and...Read More