GMO’s Jeremy Grantham has released his fourth-quarter letter, and, while the often-gloomy strategist focuses a good deal on the troubling flaws of the existing capitalist system, his investing outlook paints…
Category: Historical Lessons
Gross: Zero-Bound Rates Will Cause Big Trouble
PIMCO bond guru Bill Gross is reiterating his belief that zero-bound interest rates will become a major problem for the economy, and markets. “Books such as ‘Stocks for the Long…
Paulsen Still Likes Financials and Cyclicals
Wells Capital Management’s James Paulsen thinks cyclical stocks will continue to outperform the broader market for some time. Paulsen tells Yahoo! Finance’s Breakout that cyclicals tend to outperform as long…
Ritholtz: Markets "Don't Give A Flying Fig" About Election Polls
As the 2012 Presidential election draws closer and closer, the usual rhetoric about one candidate being better than another for the stock market is, as always, a big issue in…
Yardeni: Numbers Show "Old Normal" Reigns
Strategist Ed Yardeni says that the “New Normal” scenario that has been promulgated by Bill Gross and PIMCO is off base — and says recent economic data proves it. “While…
Sonders: Recovery Becoming Self-Sustaining
Charles Schwab’s Liz Ann Sonders, whose calls on the start and end of the Great Recession proved very accurate, says she thinks the U.S. economy is entering the second phase…
Siegel: No Surprise If Dow Passes 15,000 This Year
The European debt crisis and America’s own debt troubles are keeping many investors away from stocks. But author and Wharton Professor Jeremy Siegel says the odds are in favor of…
Index Battle: S&P 500 vs ... S&P 500?
Investors have been waiting for more than four years now for the S&P 500 to eclipse its October 2007 high. But, according to SmartMoney’s Jack Hough, the index has already…
The Year-End Guru Report: Growth and Momentum Trump Value -- For Now
While 2011 was a tough year for the broader market and value-focused strategies, some growth and momentum approaches fared quite well, according to a new report from Validea.com and John…
Dreman: Best Values in 30 Years
Contrarian guru David Dreman says he’s finding stocks as cheap as they’ve been at any time since 1982. Dreman tells Forbes’Steve Forbes that he’s bullish because valuations are low and companies have…