While the market keeps rising, hedge fund guru Seth Klarman isn’t getting too comfortable. (more…)
Category: Economy
Eveillard On Graham, Buffett, And Why Value Investing Isn't Just A Bottom-Up Approach Anymore
In a recent WealthTrack interview, legendary value investor Jean-Marie Eveillard talked about the difference between Benjamin Graham’s and Warren Buffett’s value philosophies, and explained where his own approach falls on…
Paulsen: Wall Of Worry Weakened
Wells Capital’s Jim Paulsen says he thinks the market might climb some more, but then come back down amid headwinds that include high valuations and interest rate increases. (more…)
Schwab, Sonders On The Shifting Market Story
For years, the US economy pushed ahead at a tepid pace, quantitative easing reigned, and US stocks lacked competition from other assets. But now that story is changing, says Charles…
Fisher On Technology's Bullish Laws
In his latest Forbes column, Kenneth Fisher looks at some technology “laws” that he says will continue to increase productivity and boost the economy. (more…)
Why Not To Give Up On Small Caps
Last year, small-cap stocks lagged large stocks by the widest margin since 1998, but newsletter guru Jim Oberweis says not to quit on the little guys. (more…)
Grantham & Inker on Oil and Stocks
In GMO’s fourth-quarter letter, Ben Inker says the firm is finding better opportunities abroad than in the US, and Jeremy Grantham offers his thoughts on what’s going on with oil…
Is It A Bond Bubble? Shiller Weighs In
Nobel Prize-winning economist Robert Shiller — who called both the technology bubble and the housing bubble — says the bond market is not currently fitting the traditional definition of a…
Fisher: Don't Fear Oil's Plunge
Don’t count Ken Fisher among those who think oil’s big decline portends economic doom. (more…)
El-Erian Talks Jobs, The Fed, And Rates
Mohamed El-Erian says January’s jobs data was “very strong”, and may lead the Federal Reserve to start raising interest rates sooner than previously thought. (more…)