While others are fretting about the possibility of the Federal Reserve tapering its asset-purchasing plan, hedge fund guru David Tepper says tapering efforts would actually be good news. “All the…
Category: Gurus
Ritholtz On "Ex-Post Facto Market Rationale"
While many market commentators were blaming Thursday’s declines on fears of the Federal Reserve tapering its asset-purchasing program, Barry Ritholtz is skeptical — and says the attempts to explain the…
For Whitman, Value Still Rules
Value investing legend Marty Whitman built his reputation by buying down-and-out stocks. And today, he says he still believes that’s the way to go. “You’re trying to figure out what…
Low-P/E Stocks That Pass An Accountant's Tests
In his latest column for Forbes.com, Validea CEO John Reese takes a look at how to go beyond the P/E ratio when looking for cheap stocks. “P/E ratios are useful…
OSAM: How To Win In Emerging Markets
Emerging markets can make for enticing investments, and new research from James O’Shaughnessy’s firm shows how fundamental-focused investors can really take advantage of EM opportunities. “U.S. investors, and other investors…
Investors And The "Trifecta Of Failure"
What separates great investors from the rest? The Motley Fool’s Morgan Housel says it has to do not with financial acumen, but instead with psychological prowess. While most investors are…
Sonders On What The Bond Rise Means For Stocks
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the recent rise in bond yields doesn’t mean stocks are headed for trouble. When rates start to rise, Sonders says, “the real…
Ritholtz: It's Not Just About The Fed
Barry Ritholtz of FusionIQ and The Big Picture blog says that investors need to realize that, while the Federal Reserve is getting all the attention, other factors are also driving…
Why Are Bond Rates Rising?
Long-term interest rates have been rising, and on his New York Times blog Paul Krugman offers his take on why. Krugman says an increase in long-term rates usually results from…
The Fed & The Equity Risk Premium
While the equity risk premium is currently quite high by historical standards, New York University professor Aswath Damodaran says that might not be an indication that stocks are cheap. In…