Kenneth Fisher says the wild recent market swings are not the start of another 2008-like plunge, and thinks the global bull market in equities will resume “with gusto” in 2012.…
Category: Historical Lessons
Swensen on the Dangers of Mutual Funds
Yale endowment manager David Swensen has produced exceptional long-term returns over the long haul. And in a recent op-ed for The New York Times, he takes aim at some of…
Top Strategists See Slow Growth, Strong Profits for U.S. Firms
ISI Group’s Ed Hyman, who has been one of the top-ranked economists on Wall Street for years, says he doesn’t see a new recession hitting the U.S. “The economy has…
Sonders: U.S. Recession Unlikely; Europe Needs To Do More
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that she does not think the U.S. will enter another recession, and that some of the negative recent economic indicators may…
Buy It Like Buffett
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Warren Buffett-inspired strategy, which has doubled the…
Krugman: We Need a Short-Term Fix
While many say the U.S. should be focusing on long-term solutions to its debt problems, Nobel Prize-winning Economist Paul Krugman says that a more pressing need is a short-term fix…
Buffett on Why the Wealthy Pay Lower Tax Rates Than Middle Class -- And Why They Shouldn't
With the federal government running huge deficits, Warren Buffett says it’s time to raise taxes on the wealthy — who, he says, often end up paying much lower tax rates…
Grantham Buying for First Time Since '09, But Offers Several Warnings
Jeremy Grantham says his firm is now “very modest buyers” of equities for the first time since mid-2009. “At the close on August 8, a slightly cheap equity portfolio could…
Sentiment Plunge A Bullish Sign, Hulbert Says
Mark Hulbert of Hulbert Financial Digest says his index of newsletter sentiment has fallen as low as it did at the market bottom in 2009 — a bullish sign for…
O'Shaughnessy: The Market Is Not The Economy
While fears about the U.S. and global economies are leading many investors to ditch stocks, James O’Shaughnessy’s firm says those fears are reason to embrace stocks, not run from them.…