In his year-end letter, Ron Muhlenkamp says that, after being cautious for most of 2010, he gained confidence in the U.S. economy toward the end of the year and is…
Day: January 27, 2011
Shiller: U.S. & European Markets Overvalued
Yale economist Robert Shiller says he thinks U.S. and European stocks are overvalued. “I would say the market is overpriced based on fundamentals,” Shiller tells CNBC. “The Dow [reaching] 12,000…
A Guru-Inspired Look at Top Canadian Stocks
In Canada’s Globe and Mail, David Parkinson takes a look this week at Validea Canada’s guru-inspired investment strategies. “One of the problems with pursuing a specific investing strategy — even…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a…
