In a couple of rare interviews, top stock-picker Joel Tillinghast recently said that he thinks markets have gotten “colossally artificial”, and that he’s finding more value opportunities overseas than in…
Category: Gurus
Paulsen: Market Needs A Correction To Move Forward
Wells Capital’s James Paulsen thinks a much-needed correction is coming for the stock market. (more…)
How Fracking And The Fed Staved Off A Recession
The Economic Cycle Research Institute finally threw in the towel on its off-the-mark 2012-13 recession call earlier this month. But given the firm’s stellar long-term track record, ECRI’s take on…
What Does Tobin's Q Really Mean?
As the market has climbed higher and higher, many bears have pointed to the elevated “Q ratio” as a reason for concern. But just what does the Q’s high level…
Dalio's Bridgewater Sees No Bubble Trouble
Don’t count hedge fund guru Ray Dalio’s Bridgewater Associates among the investors who think the stock market is in bubble territory. (more…)
Hulbert: Don't Buy The "Summer Rally"
As summer closes in, many advisers will start claiming that the “summer rally” will be coming with it, says MarketWatch’s Mark Hulbert. But, Hulbert says, don’t listen to them. (more…)
Mobius: Blame The Internet For Deflation
Deflationary pressures have been at work in the US for some time now, part of why the Federal Reserve has kept interest rates so low. And Templeton Asset Management’s Mark…
Herro: There's Value In Europe
Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders,…
Just What Does The Elevated CAPE Mean?
The cyclically adjusted price/earnings ratio is quite elevated compared to historical standards. Is that bad news for stocks? Charles Schwab’s Liz Ann Sonders says it’s a complicated question. (more…)
What Makes Buffett So Good
Just what can individual investors learn from Warren Buffett’s incredibly successful career? In a recent column, The Wall Street Journal’s Jason Zweig takes a look at that question. (more…)