Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent,…
Day: June 7, 2011
Akre: Fundamental Analysis Is Critical
Top value investor Chuck Akre says that, while the 2008 financial crisis has led him to incorporate more of his macroeconomic views into his investment decisions, fundamental analysis remains the…
Mobius Looks to Consumer, Commodity Stocks
Templeton Asset Management’s Mark Mobius says he’s high on consumer and commodity stocks because they can survive another financial crisis — which he says is inevitable because the causes of…
Bogle Talks Stocks, Munis, and The Fed
In a wide-ranging recent interview with Fox Business News, Vanguard founder John Bogle says it’s reasonable to expect stocks to return about 7% to 8% per year in this decade,…