Marc Faber of the Gloom, Boom & Doom Report thinks it will be very hard for stocks to eclipse their 2011 highs anytime soon, but he says he still would…
Category: asset allocation
Grantham Buying for First Time Since '09, But Offers Several Warnings
Jeremy Grantham says his firm is now “very modest buyers” of equities for the first time since mid-2009. “At the close on August 8, a slightly cheap equity portfolio could…
Ritholtz Talks Economy, Market
Barry Ritholtz of FusionIQ and The Big Picture blog says the economy is slowing at an accelerating rate, but that what we’re seeing is what is to be expected from…
Stocks for the Long Run?
Are stocks the best bet for the long haul? In a paper to be published in the Journal of Finance, two researchers question the long-held investing assertion. “There have been…
Hulbert: Gold Headed for a Pullback
Gold is due for a pullback — one that could be the start of a serious weakening in bullion prices, says MarketWatch’s Mark Hulbert. “Excitement has grown markedly over the…
Stattman: Cash, Bonds, Not as Safe as You Think
Blackrock fund manager Dennis Stattman says government bonds aren’t risk-free, and that equities are the best bet for those looking to generate positive total returns going forward. Stattman tells Morningstar…
Grantham Likes Commodities
Commodity prices are headed higher over the long term, Jeremy Grantham says, and investors would be wise to make sure they are exposed to them — though not through futures…
Arnott: Look to Alternative Investments to Battle Inflation
Saying that a “3-D Hurricane” — debt, deficits, and demographics — is lingering on the horizon for the U.S., Rob Arnott is taking several steps to prepare his portfolio for…
Fisher: Stocks Less Risky Than Bonds Over Long Haul
Ken Fisher says that, over the long term, stocks are a safer bet than bonds — if you have a time horizon of three years or longer. “If we think…
Doll: We're Early in the Expansion
Blackrock Chief Equity Strategist Bob Doll says recent weak economic reports indicate the U.S. is in a slowdown, but he thinks it’s temporary, and that things will improve in the…