In an interview with Barron’s, hedge fund guru and author Joel Greenblatt talks about how and why value-focused strategies tend to beat the market over the long haul, and where…
Category: Behavioral Finance
Market Fear Has Two Top Managers Feeling Bullish
While many investors have been growing fearful in recent weeks, hedge fund guru Ron Baron says he’s still confident stocks are the place to be, in part because of their…
Ritholtz Talks Economy, Market
Barry Ritholtz of FusionIQ and The Big Picture blog remains bullish on stocks for the short-term, and says the economy is behaving just as one would expect following a credit…
Fisher Says Shiller P/E Not a Helpful Timing Tool
In an interview with Steve Forbes, Kenneth Fisher says that dollar-cost averaging isn’t a smart strategy over the long run, and says the increasingly popular 10-year “Shiller” P/E isn’t a…
Faber Sees "Lifetime Buying Opportunity" in Japan
Marc Faber of the Gloom, Boom & Doom Report says the declines in the Japanese market have created a “lifetime buying opportunity”. Faber tells Yahoo! Finance’s “Breakout” that that doesn’t…
Birinyi: It's a Legitimate Bull
While many cynics say that the stock market’s bull run will soon end, Laszlo Birinyi sees it as having quite a ways to go. “This bull market has the strongest…
Study: Lower-Risk Can Mean Higher Reward
Higher risk equals higher reward — it’s one of the tenets of modern portfolio theory. But, reports Forbes’ Daniel Fisher, a new study shows that may not, in fact, be…
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…
Grantham on Why Bubbles Matter
In the second half of his year-end letter, GMO’s Jeremy Grantham takes a look at numerous asset bubbles throughout history, warning investors to ignore bubbles at their own peril. “Responding…
Study: Average Investors Have Bad Timing
A new study confirms what several past investor studies have shown: that despite their best efforts, average mutual fund investors are poor market-timers and fail to beat market averages. The…