Zweig: WWGD? (What Would Graham Do?)

Writing sixty years to the day after Benjamin Graham’s classic The Intelligent Investor was published, Jason Zweig says that Graham would be cautious amid a market like this one. “Today…

Is This Crisis Really a "White Swan"?

In a recent article for the CFA Institute Conference Proceedings Quarterly, James Montier, Societe Generale Cross Asset Research’s global strategist, argues that the recent economic crisis and market plunge were…

Hulbert: Fear Is Encouraging

In his latest column for MarketWatch, newsletter-watcher Mark Hulbert of Hulbert Financial Digest makes an interesting observation about fear and contrarian investing, one that echoes the findings of one of…

Tilson, Heins, and Recency Bias

How did so many investors and analysts fail to recognize the looming economic and stock market crises in recent years? In their latest Forbes column, Whitney Tilson and John Heins…