Lakshman Achuthan of the Economic Cycle Research Institute says the U.S. economy is in recession. Achuthan, who had been forecasting a recession by mid-2012 for the past several months, tells…
Category: Historical Lessons
Momentum Not Dead, According to Study
Are momentum-focused investment strategies dead? MarketWatch’s Mark Hulbert recently highlighted some new data that indicates they are not. Hulbert says that after “spectacular losses” in parts of 2008 and 2009…
Ritholtz on the "Uncertainty Trope"
Many have been blaming the stock market’s and economy’s recent troubles on uncertainty — uncertainty about Europe, uncertainty about the U.S.’ own debt situation, uncertainty about the regulatory environment. But…
Fisher: Don't Succumb to Euro Fears
Forbes‘ Kenneth Fisher says investors shouldn’t let European debt fears drive them out of the market, and says he’s finding good value in stocks. Noting that the column marks his…
Gross: America the "Cleanest Dirty Shirt" -- For Now
In his latest investment outlook, PIMCO bond guru Bill Gross offers a sobering take on the global debt crisis, saying it could take decades for economies and markets to return…
Bet Against Beta Like Buffett
According to a new study, Warren Buffett has been able to produce exceptional stock market returns over the long haul not because of value investing, but instead by focusing on…
O'Shaughnessy Finding Value in Europe, Stresses Discipline
While the financial headlines have been dominated by day-to-day fears recently, James O’Shaughnessy says that making investment decisions based on short-term factors is a very dangerous game. “All of the…
Grantham: U.S. Stocks Aren't Cheap, But International Stocks Look Okay
GMO’s Jeremy Grantham says that U.S. stocks are not cheap, as many believe, but that international equities are looking more attractive. “You’d lose a ton in U.S. small caps; but…
Keeping Perspective Amid the Euro Hype
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 the European debt crisis and…
Oberweis: Insider Buying a Helpful Tool
In his latest column for Forbes, newsletter guru Jim Oberweis says that keeping an eye on whether company insiders are buying shares of their firm can help guide you to…