Hedge fund guru David Einhorn says he sees a bubble in the tech sector, and he’s selectively shorting a basket of tech plays he thinks are very overvalued. (more…)
Category: asset allocation
Top Income Investor Still Likes Equities
Ed Perks, whose Franklin Income Fund is in the top 2% of funds in its class over the past five years and the top 4% over the past ten years,…
Top Advisers Not Selling
Few stock newsletter writers have beaten the market in both the 2007-09 bear market and the current bull market — but those who have are saying this isn’t the time…
One Country And Four Sectors Robert Shiller Likes Now
Nobel Prize-winning Yale Economist Robert Shiller recently appeared on WealthTrack and offered some of his thoughts on where he’s been finding value in the stock market. (more…)
Trouble May Be Coming, But Ride It Out, Bogle Says
Legendary Vanguard Founder Jack Bogle says stocks may well at some point face a “judgment day” that could mean big short term declines, but he’s not advising that investors try…
Think Globally To Reduce Risk
While many investors think U.S. stocks are safer than their global peers, they may well be wrong, says The Wall Street Journals Brett Arends. (more…)
Arnott Sees Value in EMs
Emerging markets have been scaring a lot of investors lately — and that makes them just the sort of play that top strategist Rob Arnott likes. (more…)
Does Buy-and-Hold Reduce Risk?
How do you reduce risk in your investment portfolio? Most people try to do so by diversifying their assets and avoiding stocks when fears are high. But new research indicates…
Herro on 2014, and What Japan Needs To Do Now
Top fund manager David Herro says that, while stocks jumped far more than most expected they would in 2013, they still should have room to run going forward. “Despite the…
Faber on Discipline and Diversification
Marc Faber of the Gloom, Boom & Doom Report is worried about inflation given the Federal Reserve’s massive money printing efforts. But he doesn’t think diving headlong into gold and/or…