Growth stocks have been outperforming value stocks for several years now. But if history is any guide, it may be time to tilt not toward those outperforming growth stocks, but…
Category: Historical Lessons
Despite Euro Chaos, Fisher Still Bullish
While the chaos surrounding recent elections in Europe is scaring many investors, author and top-performing money manager Kenneth Fisher says it doesn’t change his bullish outlook for stocks for the…
Paulsen on The "Revaluation" Year, and The "Mania of Pessimism"
Wells Capital’s James Paulsen says that this year will be about revaluation for the stock market, and that if inflation is kept under control, the market could have a slow…
What Should Be On Buffett's Radar?
Warren Buffett has divulged that Berkshire Hathaway recently came close to dealing for a $22 billion company before talks broke down. Buffett declined to identify the target, but in an…
Sell in May and Go Away? Not So Fast
“Sell in May and go away,” the old adage goes, meaning that investors should sell their stocks at the start of May and not buy back in again until September…
Shiller on Housing, QE3
Yale Economist Robert Shiller says he’s not sure if the housing market has bottomed, and says it’s likely that an environment of austerity is behind the recent economic slowdown. Shiller…
Krugman: Austerity -- Not More Debt -- Is The Danger
Nobel Prize-winning Economist Paul Krugman is continuing to say that the U.S. needs to spend more — not undertake austerity measures — to get out of its economic malaise. Krugman…
Grantham on Incredibly Irrational Markets
In his latest quarterly letter, GMO’s Jeremy Grantham offers some very interesting data on the disconnect between the stock market on one hand, and the economy and “fair value” of…
Ritholtz: Don't Believe the Hype; American Future Is Bright
Barry Ritholtz of FusionIQ and The Big Picture blog says that, despite what the doom and gloom crowd says, America is not in decline. Ritholtz tells Yahoo! Finance’s Daily Ticker…
Shiller: Housing Could Fall Further -- But Not By Much
Yale Economist Robert Shiller, who predicted the housing market crash, says he thinks home prices could fall further, but he doesn’t expect more major declines. Shiller tells FOX Business Network that…