In a recent column discussing a proposal to reward shareholders who invest in stocks for longer periods of time, The Wall Street Journal’s Jason Zweig highlights some interesting data on…
Category: Historical Lessons
Ritholtz: It's About Risk Analysis, Not Market Timing
In a recent post on his blog, The Big Picture, Barry Ritholtz explains why he prefers to employ risk analysis rather than market timing. “Rather than making a low probability…
Low Risk, High Reward?
It’s one of the most widely accepted tenets of investing: More risk means more reward. But noted researcher Roger Ibbotson says that’s often not the case. Ibbotson tells Morningstar that,…
Shiller On The Inscrutability Of Confidence
Confidence: It’s one of the main drivers of economies and stock markets. But as Yale Economist Robert Shiller points out in a recent New York Times column, we still know little…
Grantham Talks Growth, Markets, and More
GMO’s Jeremy Grantham recently sat down for a lengthy interview with Charlie Rose, and offered a number of interesting takes on the economy and stock market. Grantham says that the…
Should You Join The Bull Run?
Dalbar, Inc. has been tracking the performance of individual investors for years, and the group’s president says that, with the stock market climbing higher and higher, investors who want to…
Investor vs. Speculator: Which Are You?
In today’s financial world, the line between investing and speculation are often blurred. What is the real distinction between the two? Jason Zweig endeavors to answer that on The Wall…
Why The "Great Rotation" May Not Be As Bullish As You Think
The “Great Rotation” — the expected move that investors will, at some point, make from bonds to back to equities — has been used as a reason to be bullish…
OSAM: Global Dividends Looking Very Attractive
James O’Shaughnessy’s firm says that we’re in the most difficult environment for generating income in at least 140 years, and that the best place for investors to look for yield…
Grantham on a Low-Growth, Overpriced Environment
Equities and other assets have become overpriced (to varying degrees) just about everywhere you look, GMO’s Jeremy Grantham says in his latest quarterly letter. “Courtesy of the … Fed[‘s] policy,…