In a recent piece for Advisor Perspectives, Keith C. Goddard, CFA, presents some intriguing data on how investors might use the 10-year “Shiller” P/E ratio to adjust their exposure to…
Day: March 19, 2010
Tilson & Heins on How the Mighty Fall
At the heart of good stocks are good companies, and in their latest Kiplinger’s column Whitney Tilson and John Heins offer their perspective on what causes some companies to falter.…
Biggs Still Bullish
Top hedge fund manager Barton Biggs, who called the rally last year when many were shunning the market, remains high on stocks. “I’m bullish,” Biggs recently told Bloomberg Television. “Earnings…
Rogers on Greece, and the Euro
Commodities guru Jim Rogers says that he’s not buying equities after the big recent global run-up in stock prices. Rogers also tells Bloomberg that he thinks it would be good…