Paulsen: Wall Of Worry Weakened

Wells Capital’s Jim Paulsen says he thinks the market might climb some more, but then come back down amid headwinds that include high valuations and interest rate increases. (more…)

To Beat Your Biases, Read Kahneman

While Nobel Prize-winning Economist Daniel Kahneman is not a believer in active management, his research is something investors and advisors should make themselves familiar with, Investment News says in a…

Buffett's Energy Dump

While oil prices were tumbling in the fourth quarter, Warren Buffett’s Berkshire Hathaway was dumping most of its energy holdings, according to recent regulatory filings. (more…)

Romick Still Cautious

In his recent fourth-quarter letter to FPA Crescent shareholders, Steven Romick says he’s continuing to be patient in an overvalued market environment. (more…)

Grantham & Inker on Oil and Stocks

In GMO’s fourth-quarter letter, Ben Inker says the firm is finding better opportunities abroad than in the US, and Jeremy Grantham offers his thoughts on what’s going on with oil…