The 10-Year P/E & Portfolio Strategy

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…

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…

Berkowitz High on Citi, AIG

Top fund manager Bruce Berkowitz is once again showing his go-against-the-crowd streak, recently snatching up shares of two of the financial crisis’ biggest whipping boys, Citigroup and AIG. In an…

Dreman on Fighting Inflation

As the past couple years have shown, it can be risky to own stocks. But, Forbes‘ David Dreman says, steering clear of equities is also a gamble. “Is it risky…