Author and Wharton Professor Jeremy Siegel says his biggest worry about the stock market is oil prices. Siegel tells CNBC that if oil prices level off, he thinks stocks will…
Category: asset allocation
What The Risk-On, Risk-Off Trade Means for Investors
Correlations among asset classes, which soared during and after the financial crisis, have jumped again recently. It’s part of the “risk-on, risk-off” trade many have cited — when investors have…
Dreman: Prepare Now for Inflation
In his latest Forbes column, David Dreman says investors should be preparing now for major inflation. “Several years back I recommended not to follow the dash out of stocks into…
Bogle: Cash a "Terrible" Investment
Vanguard Founder Jack Bogle says that cash is “a terrible long-term investment”, and that trying to time the market by switching between stocks and cash is a “loser’s game”. Bogle…
Bogle: Japan Will Recover; Don't Bail on Stocks
Vanguard founder Jack Bogle says he thinks the turmoil in Japan and the Middle East will make for short-term troubles, but he expects Japan to recover and says investors should…
Dreman Positions Portfolio for Inflation
David Dreman says stocks are generally cheap, but he’s still expecting that the U.S. will be jolted by a “really major dose of inflation” at some point down the line.…
Putting All Your Chips in Hot, High-Growth Areas? Think Again
In a two-part series for Canada’s Globe and Mail, Validea CEO John Reese shows how chasing hot sectors or regions can lead to big trouble for stock investors. In Part…
Tilson & Tongue Rethink "Terrible" Business of Shorting
In their January letter to clients, top value investors Whitney Tilson and Glenn Tongue of T2 Partners say their big recent losses on short positions have led them to rethink…
Siegel: Stocks Still Cheap; Bull Has Room to Run
Wharton professor and author Jeremy Siegel says that we’re in a “stealth” bull market that is far from over. “People say the market is ahead of itself? It is nowhere…
Paulson Bullish on Equities, Economy
In its year-end letter to clients, hedge fund guru John Paulson’s firm says it’s focusing on equities of firms that have gone through restructuring, and says that we’re in “the…