U.S. debt is climbing toward 100% of GDP — a figure that many are seeing as magic number that portends doom. But Yale Economist Robert Shiller says that logic is…
Category: Historical Lessons
Ritholtz: This Recovery Isn't Unusual -- If You Use the Right Yardstick
Earlier this month, forecasters missed the mark by a wide margin on the June jobs report, far overestimating the number of jobs that would be created. And, says Barry Ritholtz,…
Stocks for the Long Run?
Are stocks the best bet for the long haul? In a paper to be published in the Journal of Finance, two researchers question the long-held investing assertion. “There have been…
Dreman: Bernanke Stuck in the Past on Jobs
David Dreman says U.S. policymakers are approaching the employment problem with antiquated views, and policies that aren’t addressing the real issues with job creation. In his latest Forbes colunn, Dreman…
Ritholtz: Markets Don't Care about Deficits
Barry Ritholtz of FusionIQ and The Big Picture blog says that markets don’t “really care at all about deficits”, something that is a “great misunderstanding”. Ritholtz tells Bloomberg that while…
Don't Forget The Dividends -- And Inflation
Investors may spend a lot of time fretting over whether their portfolios are going up or down. But, despite all of the advances in stock market data availability, many may…
Sonders on "The Story No One Is Telling"
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that many investors are allowing macroeconomic concerns to overshadow positive microeconomic news — and she says the macro picture is actually…
Greenblatt on the Dangers of Short-Term Thinking
In the latest episode of Forbes‘ Intelligent Investing, Joel Greenblatt gives a wide-ranging interview on the market and investment strategy. In this clip, Greenblatt talks about how the institutionalization of…
Siegel on "The Growth Trap"
While many investors get enamored with stocks of fast-growing companies, Wharton Professor and author Jeremy Siegel says that too often such investors get lured into the “growth trap”. “The growth…
Reese Looks at Buffett-Type "Moats"
In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at the “economic moat” concept made famous by Warren Buffett, and some stocks that currently possess moat-type…