What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go…
Muhlenkamp Sees Few Values, Lots of Margin Debt
Value strategist Ron Muhlenkamp says he’s not finding a lot of value in the stock market right now. And while he doesn’t think a recession is around the corner, he…
Doll: Expansion Likely Has Years Left
Nuveen’s Bob Doll says this bull market and economic recovery has been the least believed of his career. But he says that has made for an excellent investment environment — and…
Gross On China, And The Global "Shell Game"
Bond guru Bill Gross says central banks across the globe are playing a “shell game” with financial markets. And once the game ends, he thinks markets are likely to tumble.…
Gross On China, And The Global "Shell Game"
Bond guru Bill Gross says central banks across the globe are playing a “shell game” with financial markets. And once the game ends, he thinks markets are likely to tumble.…
Tech Plays Offering More Value Than Google
Google grabbed headlines recently when the already-giant technology stock soared 16% in a single day. But in his latest for Forbes.com, Validea CEO John Reese says his Guru Strategies are…
Fisher: Absence Of Profits Doesn't Mean A Stock Should Be Absent From Your Portfolio
Thirty years ago, Ken Fisher burst on the investment scene with his book Super Stocks, in which he showed that investors often focused too much on earnings while ignoring sales…
Fisher: Absence Of Profits Doesn't Mean A Stock Should Be Absent From Your Portfolio
Thirty years ago, Ken Fisher burst on the investment scene with his book Super Stocks, in which he showed that investors often focused too much on earnings while ignoring sales…
Dalio Changes View On China -- Or Does He?
It seems that hedge fund guru Ray Dalio’s take on China has changed — though to what degree is debatable. (more…)
Wien Bullish On Biotech, And The Economy
Top strategist Byron Wien thinks the economy will fare much better in the second half of the year, and says he is high on biotech stocks. (more…)