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…
Reese on the Active vs. Passive Debate
In a recent interview with TheStreet.com’s Jill Malandrino, Validea CEO John Reese talked about his guru-inspired investing approach, and offered his take on the active vs. passive debate. (more…)
Is It A Bond Bubble? Shiller Weighs In
Nobel Prize-winning economist Robert Shiller — who called both the technology bubble and the housing bubble — says the bond market is not currently fitting the traditional definition of a…
Goldman's Kostin: Think US-Focused Value Plays
Goldman Sachs Chief Equity Strategist David Kostin says an improving economy means investors should look to value stocks. (more…)
Fisher: Don't Fear Oil's Plunge
Don’t count Ken Fisher among those who think oil’s big decline portends economic doom. (more…)
El-Erian Talks Jobs, The Fed, And Rates
Mohamed El-Erian says January’s jobs data was “very strong”, and may lead the Federal Reserve to start raising interest rates sooner than previously thought. (more…)
The Unemployment Rate: One Tool, Or "Big Lie"?
Is the unemployment rate a “big lie”? Jim Clifton, CEO of polling service Gallup, says it is, but Fortune’s Chris Matthews says that’s just not true. (more…)
Reese on The US's New Industrial Revolution
In his latest column for Seeking Alpha, Validea CEO John P. Reese takes a look at American industrial stocks. (more…)
Sonders Growing Cautious, But Believes In The Bull
Charles Schwab’s Liz Ann Sonders says she’s grown a good deal more cautious on stocks over the past few weeks. (more…)