• Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens
  • A+ Investor Full access to AAII.com, Journal, and a power data suite for investment ideas
  • AAII Platinum Full access to all of AAII's model portfolios and premium services at a significant discount
  • Dividend Investing Newsletter and model portfolio that focuses on dividend growth
  • AAII Growth Investing Find secular growth stocks poised for outperformance regardless of macroeconomic conditions.
  • Retirement Investing Discover trusted strategies for every stage of retirement. Get actionable insights and resources for smart retirement planning.
  • Sentiment Investing A research-driven newsletter with 10+ signals decoding sentiment across retail and institutional behavior.
  • Stock Superstars Report Get stock ideas inspired by the market's leading professionals
  • VMQ Stocks For the value investor looking to harness academic research in an actively managed portfolio
  • Bits and Bips Newsletter delivering insights on linking traditional finance, macro trends and cryptocurrency opportunities to help investors build stronger, more diversified portfolios.
All premium products come with free basic membership.
Explore All Membership Options
Join Now
« Back to Author Index

Mark Hulbert

Area of Expertise: performance of investment advisers

Website: www.HulbertRatings.com

Books: "The Hulbert Guide to Financial Newsletters" and "Interlock: The Untold Story of American Banks, Oil Interests, the Shah’s Money, Debts and the Astounding Connections Between Them"

Topics Presented in Speeches: lessons learned from which investment strategies have worked, and which have not worked, over the long term

Email: mark@hulbertratings.com

Biography:

Mark Hulbert is a seasoned financial expert with over four decades of experience analyzing investments and market trends. He is adept at translating complex investment concepts into easy-to-understand conclusions—as a columnist, newsletter editor, frequent guest on TV and radio and leader of investment seminars and workshops. In 1980, he founded the Hulbert Financial Digest to objectively rate the performance of investment advisory newsletters. Since 2002, he has written a regular investment column for MarketWatch, as well as monthly columns for Barron’s and The Wall Street Journal. Since early 2016, he has been writing a regular investment column for USA Today. Hulbert also wrote for The New York Times and Forbes magazine.

author Image Mark Hulbert founded the Hulbert Financial Digest in 1980 to objectively rate the performance of investment advisory newsletters. He currently writes a regular investment column for USA Today.

Recent Articles

  • Outrageous Advertising: A Survival Guide for Investors

    AAII JOURNAL ● FROM THE ARCHIVES ● August 2019

  • Observations From Decades of Tracking Investment Newsletters

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● August 2018

  • Believing Performance Claims: A Triumph of Hope Over Experience

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● January 2012

  • Think Twice, Even Thrice, Before Trading

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● May 2011

  • Prior Bear Markets: A Poor Guide to Future Newsletter Performance

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● June 2009

  • Long-Term Newsletter Performance: It's Not Easy to Beat the Market

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● July 2008

  • The More Things Change, the More They Stay the Same

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● November 2007

  • Recipe for Picking Winners: Add Time to a Pinch of the Past

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● June 2007

  • Creating the Ideal Benchmark: Freeze Your Adviser

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● September 2006

  • Asset Allocation: Is It Really Different This Time?

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● June 2006

  • Lessons of the Last Quarter Century: Tie Yourself to Your Strategy

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● September 2005

  • Should You Seek or Shun the Most Popular Stocks?

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● June 2005

  • Investor Sentiment Indicators: Quite Contrary?

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● September 2004

  • Performance Guides: The Longer the Track Record, The Sharper the Image

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● June 2004

  • Are We in a Bull Market Beginning or a Bear Market Correction?

    AAII JOURNAL ● INVESTMENT NEWSLETTERS,GROWTH INVESTING,MARKET ACTIONS ● September 2003

  • Just How Difficult Is It to Time the Bond Market?

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● July 2003

  • The Price-Value Relationship: Do You Get What You Pay For?

    AAII JOURNAL ● VALUE INVESTING,INVESTMENT NEWSLETTERS ● May 2003

  • Newsletter Sentiment: It's the Degree of Agreement That Counts

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● September 2002

  • Analysts vs. Newsletters: Whose Recommendations Are Best?

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● June 2002

  • Predicting Market Directions: The Myth of the Five-Day Index

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● February 2002

  • Outrageous Advertising: A Survival Guide for Investors

    AAII JOURNAL ● FEATURE,FROM THE ARCHIVES ● September 2001

  • Trading Versus Holding in a Roller-Coaster Stock Market

    AAII JOURNAL ● VALUE INVESTING,FEATURE ● February 2001

  • Investment Newsletters On-Line: No Real Performance Edge

    AAII JOURNAL ● INVESTING GURUS,FEATURE ● September 2000

  • Watch What Newsletters Do, Not What They Say They'll Do

    AAII JOURNAL ● VALUE INVESTING,FEATURE ● July 1999

  • Investment Approaches: Picking a Value-Oriented Adviser

    AAII JOURNAL ● VALUE INVESTING,FEATURE ● November 1998

  • One-Year Rankings: Not Even a Guide for Short-Term Performance

    AAII JOURNAL ● INVESTMENT NEWSLETTERS ● April 1996