While paltry fixed-income yields have had investors on the prowl for high-dividend stocks, James O’Shaughnessy’s firm says they should be looking in another place for yield. “Though dividend yield works…
Category: Historical Lessons
ECRI Says Economic Data Has Too Much Seasoning
The Economic Cycle Research Institute is continuing to stand by its recession call, and now contends that a reason for the recent improvement in U.S. economic data is a problem…
More On Inflation And Asset Allocation
Last week, we highlighted a MarketWatch column that referenced a new study showing that stocks, against conventional wisdom, have actually served as poor hedges during periods of marked inflation. But…
Arnott Looks to Emerging Markets, Thanks to Demographics, Deficits
PIMCO’s Rob Arnott says a major demographic shift means bad news for U.S. markets in the coming decades, though he says smart baby boomers will still be able to hit…
Gabelli: Opportunities in Spinoffs
Value investing guru Mario Gabelli says companies that spin off parts of their businesses are a prime area to look for good investments. Gabelli tells CNBC that he likes investing…
Are Stocks Really A Good Inflation Hedge?
Conventional wisdom is that stocks are a good hedge during inflationary periods. But some prominent financial researchers say the belief is off the mark. “When inflation has been moderate and…
The '90s Valuations Were Right, Just Early, Says JPM Strategist
J.P. Morgan senior economist James E. Glassman says the stock market remains cheap, and thinks that the macroeconomic picture remains bullish for stocks while the micro outlook involves some cautiousness.…
Hussman: It's An Awful Time To Invest
Last week, we noted how The Wall Street Journal’s Jason Zweig says that we’re in the best time ever for individual investors, thanks largely to the way fees have declined…
Are We in the Best Time Ever for Individual Investors?
With all of the animosity toward Wall Street these days, it seems hard to believe that today is the best time ever to be an individual investor. But Wall Street…
Sonders Likes Cyclicals, A Bit Wary of Defensive Sectors
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she doesn’t think earnings forecasts are too high for 2012, and says investors should not be overexposed to defensive areas of…