Fund manager John Hussman says a new recession — and a Greek debt default — are now “virtually certain”. In his latest market commentary, Hussman says that the markets seem…
Category: Historical Lessons
Hulbert: History Says Value Stocks May Be Ready To Rebound
MarketWatch’s Mark Hulbert says that a couple of historical factors are indicating that value stocks may be ready to finally start outperforming growth stocks again. Hulbert notes that value stocks,…
Are Stock Prices Already Factoring In An Earnings Slowdown?
Michael Lipper, a former president of the New York Society of Security Analysts, says he thinks stocks are already pricing in a slowdown in sales growth and a decrease in…
Why The Coming Decade Should Be Good For Stocks
Financial historian and NYU Stern School of Business Professor Richard Sylla — who in the late 90s predicted that the next decade would be a weak one for stock returns…
The Not-So-New Macro Investing World
For investors, much of the decade since the September 11 attacks seems to have been dominated by an unprecedented slew of troubling macroeconomic issues: terrorism fears, a financial crisis, natural…
Shiller On How To Provide Stimulus Without Higher Deficits
The need for stimulus and the reluctance to increase the national deficit — it’s these two concepts that many feel are leaving the U.S. in an untenable position. But Yale…
Baron: Stocks Cheap, Economy Better Than You Think
Top hedge fund manager Ron Baron says that the recent market turmoil is not signaling another 2008-like crash. In his latest quarterly letter, Baron says that after Lehman Brothers collapsed…
Gross: International Love Affairs on The Rocks
PIMCO’s Bill Gross says several deteriorating international relationships are having a big impact on the investment landscape. In his latest investment commentary, Gross looks at three areas with on-the-rocks “love…
Bogle Sees Stocks Outperforming Bonds
Vanguard Founder Jack Bogle says the odds are “very, very much in favor of stocks” outperforming bonds over the next decade, but also says investors might want to take a…
Focus on Dividends, Siegel Says
Wharton professor and author Jeremy Siegel says dividend-paying stocks — not Treasury bills, which he says are back in “bubble” territory — are the place investors should look for yield.…