Top value investor Whitney Tilson recently gave an extensive presentation at the Value Investing Congress, saying he is “cautiously optimistic” that the U.S. economic recovery will continue and offering some…
Gross: Close the Gap, or Become Like Greece
PIMCO bond guru Bill Gross says the U.S. needs to close its “fiscal gap” quickly, or risk a Greece-like debt crisis. In his latest investment commentary, Gross says that he…
Lynch & Buffett Strategies Winning North of the Border
This year hasn’t been a great one for Canadian stocks, but Peter Lynch and Warren Buffett have been having quite a bit of success north of the border — at…
How Einhorn Does It
David Einhorn has become one of the most closely followed hedge fund managers in the world. And in a recent interview with Bloomberg, Columbia Business School Professor Fabio Savoldelli examines what…
Sonders: Don't Discount The Millennials
Charles Schwab’s Liz Ann Sonders says that, contrary to what some believe, the aging of the Baby Boomer generation doesn’t mean doom for the stock market. Sonders tells Morningstar that…
Winters Likes Railroad Stocks -- Like Berkshire
Top fund manager David Winters says railroad companies are like a “canary” that signals how the economy is doing, and increased recent freight traffic indicates “the canary’s beginning to sing”.…
How To Succeed Where Fund Managers Fail
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at why so many mutual fund…
Siegel and Ritholtz Debate Stocks for the Long Run
While stocks have far outperformed bonds over the past couple centuries, bonds have had the edge over the past 30 years. So, which is the better bet going forward? Top…
Where Ken Fisher Is Finding Value
Forbes’ Kenneth Fisher says not to fall in love with small-cap growth stocks at this stage of the bull market. In his latest column, Fisher says small-cap cyclicals “get all…
Ritholtz's Investing Handbook
In his latest Washington Post column, top strategist Barry Ritholtz lays out some of the most important “rules of investing” that he has learned over the years. Among the key…