It may seem hard to believe that the Dow Jones Industrial Average could increase nearly five-fold over the next 15 years. But two top strategists have recently laid out a…
Corporate Buybacks Largest Buyer of Stock
Last month, Bloomberg highlighted the high level of company buybacks, noting that since the mid-2000s “corporations and investors have switched positions as the bigger buyer of stocks.” Specifically, “inflows from…
Where A Bond Guru Is Finding Value
Top bond fund manager Stephen Smith thinks that three key factors — oil’s decline, interest rate declines, and tumbling non-US currencies — will lead to better-than-expected global growth. (more…)
Druckenmiller Says Very Unhappy Ending May Await Investors
Retired star hedge fund manager Stanley Druckenmiller says investors should be wary because the Federal Reserve’s loose money policies have yet to come home to roost. (more…)
The "Time Correction"
For some time now, a number of strategists have been saying we may be headed for a correction. Charles Schwab’s Liz Ann Sonders says we may be getting one —…
Fisher On False Fears, And False Hopes
Top strategist Kenneth Fisher says that he is keen on European stocks because of “false fears” in the region, while he is down on Japanese stocks because of “false hopes”…
Why Good Investors Like Bad "Vacation Spots"
If you’re looking for good vacation ideas, you should look for places with positive reviews on any number of websites that offer ratings on hotels, restaurants, and activities. If you…
Great Pages: Fisher On Market Timing
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
Herro: Good Time To Add To Euro Bank Exposure
Top fund manager David Herro says many European banks are looking like good investments right now, and that they are “well positioned to perform better” than US banks. (more…)
An Investor Who Won By Staying Out Of The Race
Simplicity, caution, and independent thinking — that’s the approach Sheldon Jacobs used in developing one of the most successful investing newsletters in the country. Sadly, Jacobs passed away last month,…