Fairholme fund manager Bruce Berkowitz — who has weathered the recent market storm with much better results than many of his value peers — tells Kiplinger’s that the recent market…
Category: Gurus
O'Shaughnessy: Leverage Responsible for Downturn but Stocks are "Compelling"
In a recent Reuters article, James O’Shaughnessy, chief investment officer of O’Shaughnessy Asset Management, says that lofty amounts of leverage was one of the major reasons for the current bear…
Steinhardt: "Good Cyclical Time" to Buy
Michael Steinhardt, the well regarded manager of the Steinhardt Partners hedge fund (which closed down in 1995), believes that now is a “good cyclical time to invest in equities”. Speaking…
Small Caps Leading the Surge
Today we came across some interesting research by Bespoke Investment Group that showed the recent performance of stocks across the ten size-based deciles that make up the S&P 500. The…
Ritholtz: Significant Rally "Waiting To Happen"
Barry Ritholtz of The Big Picture financial blog — a recent bear who saw the credit crisis coming — tells Barron’s that “there is a significant rally, 20% or 30%,…
Heebner & Muhlenkamp making gutsy moves into financial stocks
Ken Heebner, manager of CGM Focus fund, is warming up to financial stocks according to this WSJ article. Heebner, who has one of the best performing mutual fund records over…
CFA Panelists: Economic Bears, Stock Market Bulls
The CFA Institute held its Global Financial Crisis Roundtable Thursday, with institutional expert Theodore Aronson, Goldman Sachs’ Abby Joseph Cohen, bond expert Martin Fridson, and economist Jason Trennert speaking in…
Reese: Five Hot Stocks With Staying Power
In his latest column for Forbes.com, Validea CEO John Reese takes a look at what stocks have actually been among the biggest gainers while the market has plunged in the…
"Dr. Doom": Things Will Get Worse -- But No "Armageddon"
New York University Professor Nouriel Roubini — who has been dubbed “Dr. Doom because of the predictions of financial woes he’s (often correctly) made in recent years — tells Yahoo’s…
PIMCO Co-CEO Calls for "New Thinking"
PIMCO’s Mohamed El-Erian says that “Only New Thinking Will Save the Global Economy”. El-Erian believes that the situation will get worse before it gets better, saying that we are moving…