Wharton Professor and author Jeremy Siegel says Bill Gross’ claim that the cult of equities is “dead” and that the 6% to 7% annualized real returns for stocks over the…
Category: Historical Lessons
Oberweis: Now Is The Time To Buy Growth
Many investors have been loading up on big, high-dividend stocks lately, but newsletter guru Jim Oberweis says they are making a mistake. “Although gut instinct may lead you to avoid…
A Gross Miscalculation?
Bill Gross’ recent argument that the cult of equities is dying included one significant flaw, Henry Blodget writes on Yahoo! Finance’s Daily Ticker. “Even brilliant people occasionally make boneheaded mistakes,…
Gross: Cult of Equity "Dying"
PIMCO bond guru Bill Gross says the “cult of equity is dying”, and that future stock returns cannot be as high as they’ve been historically. In his latest investment commentary,…
Rogoff Talks Financial Crises, Greece, and The Fed
Kenneth Rogoff, whose research into historical financial crises with Carmen Reinhart may be the most extensive ever performed, says the U.S. economy is following a normal post-financial-crisis path, but that…
Is Glass-Steagall The Answer? Maybe Not, Says Zweig
While many have been clamoring for the reinstitution of the Glass-Steagall Act as a way to address some of the financial sector’s problems, Jason Zweig is skeptical. In his Intelligent…
Buffett's 50-Year-Old Words Still Ring True
While many investors think uncertainty has risen to unprecedented levels, changing the way they should invest, they need only look at some of Warren Buffett’s earliest letters to investors to…
Wien's Reasons for Optimism -- and Concern
Blackstone Group’s Byron Wien is seeing reasons for optimism in the U.S., though he thinks the stock market boom days of the 1980s and 1990s aren’t coming back anytime soon.…
Double-Digit Returns from a 60-Year-Old Strategy
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Benjamin Graham-inspired strategy, which has averaged annual…
Boring Stocks, Big Returns
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at new research that shows “boring”…