Investors who missed out on buying Microsoft or Apple stock back when the tech powerhouses were just starting out missed out on huge profits. But in the latest issue of…
Category: Historical Lessons
Sell in May and Go Away? Not in Certain Sectors
“Sell in May and go away” — it’s one of the more popular sayings on Wall Street. But according to one study, doing so may cause investors to miss out…
Fisher Says Shiller P/E Not a Helpful Timing Tool
In an interview with Steve Forbes, Kenneth Fisher says that dollar-cost averaging isn’t a smart strategy over the long run, and says the increasingly popular 10-year “Shiller” P/E isn’t a…
U.S. to Get Younger -- and Older -- over Next Decade
In his latest MarketWatch column, Mark Hulbert takes a look at some interesting demographic trends and predictions that could impact stock market moves over the next decade. “For years now,…
The O'Shaughnessy Method: Growth and Value
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 James O’Shaughnessy-inspired strategy, which has…
Grantham: World in Midst of Huge Commodities "Paradigm Shift"
GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon,…
Case, Shiller Discuss Housing Market Concerns
Karl Case says that “in a sense” the housing market has already had a double-dip downturn. Case and Robert Shiller, the co-creators of the S&P/Case-Shiller Home Price Indices, tell Bloomberg…
Muhlenkamp Says Market Fairly Valued; Sees Volatility Ahead
Top value investor Ron Muhlenkamp says that stocks appear “fairly priced”, and that he expects to see equity prices becoming more volatile. In his latest quarterly letter, Muhlenkamp says he…
Study: Emerging Markets Offer Diversification -- But Not Through Funds
In recent years, throngs of investors have piled into emerging market exchange-traded funds, with many seeking to diversify their portfolios by investing in a broad swath of emerging market companies.…
Fisher Looks to "Hero CEOs"
Ken Fisher says that, with the bull market maturing, investors can make hay by keying on star CEOs. “Usually the first third of a bull market is led by stocks…