“Value is relative to something else,” says Bill Nygren when asked where to find it in today’s market. Manager of the Oakmark Select Fund since 1996, Nygren offers his perspective…
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Using Amazon Stars to Find Market Stars
You’ve recently purchased a new vacuum cleaner on Amazon.com and are excited to try it out. Unfortunately, when you plug it in and flip the switch it sounds like a…
Remember Ritholtz's Advice During Next Market Sell-Off
“Something bad happens somewhere, and markets are unhinged. Once the noise subsides and the markets settles down, everyone wonders what the heck just happened,” writes Barry Ritholtz, chief investment officer…
Bryon Wien's Sobering Thoughts on World Markets
“The ‘Leave’ outcome is a setback for growth in Britain, Europe and around the world at a time when economies are generally struggling. Not a good sign for markets for…
Siegel Says Stocks Will Higher
“If we get a good second half of the year earnings-wise, then I think the market could be up 10 to 15 percent” predicts well-known Wharton finance professor Jeremy Siegel…
Looking for Value in Un-Love Small Cap Stocks
Small-cap fund performance has taken a lot of heat lately, and the “small-cap premium” has been called into question. In a recent article for Nasdaq, John Reese, CEO of Validea,…
The Passive Investing Tsunami in ETFs Continues
Investments have been shifting from actively managed funds to passively managed exchange-traded funds (ETFs) for a while now, but the Brexit vote and impending U.S. presidential election have fueled the…
There’s a Hole in the CAPE Ratio
When predicting future real returns of stock markets, the cyclically adjusted price/earnings ratio (CAPE) is a good place to start. The formula, first proposed by guru Benjamin Graham, is pretty…
Are you a Solider or a Scout When it Comes to Investing?
It’s no mystery that much of investor behavior (and, consequently, stock market movement) is fueled by emotion and reaction as opposed to hard data or statistics. A recent Ted Talk…
Wall Street Strategists Lukewarm on the Market
Although stocks have nearly recovered from the post-Brexit upset, there is still worry about the political and economic uncertainty that looms in its wake. Earlier this month, Steve Russolillo of…