Yale economist Robert Shiller has a reputation for being one of the most astute “bubble-spotters” in the world, having warned of both the tech stock bubble of the late 1990s…
Category: Historical Lessons
Tricks for Spotting Neff-Type Bargains
In a recent column for Bloomberg, John Dorfman channels John Neff, who compiled one of the best track records ever while managing the Windsor Fund for more than three decades.…
Buffett Sees Buying Opportunity in Japan
Warren Buffett says the tsunami, earthquake, and nuclear reactor scare in Japan wouldn’t deter him from investing in the country. In fact, he says it’s created a buying opportunity. “Frequently,…
Bogle: Japan Will Recover; Don't Bail on Stocks
Vanguard founder Jack Bogle says he thinks the turmoil in Japan and the Middle East will make for short-term troubles, but he expects Japan to recover and says investors should…
Winters Sees Longer-Term Buying Opportunities
Top fund manager David Winters says he’s “shopping” for equities because prices of stocks have “gotten crushed” recently. Winters says he thinks Japan and the rest of the world will…
Shiller: Confidence, Not Fundamentals, Could Roil Markets after Quake
Yale economist Robert Shiller says the tsunami and earthquake that have devastated Japan may have a delayed impact on the stock market, with a big dip coming as we move…
Siegel: Libya Problems Won't Quash Recovery
Wharton Professor and Stocks for the Long Run author Jeremy Siegel says the turmoil in the Middle East isn’t likely to be a big disruption for world growth. “The bottom…
Piotroski Looks at the Value/Glamour Effect
Joseph Piotroski, the little-known guru who authored an influential paper on how accounting-based financial analysis can lead to big stock market returns, has written a new paper looking at why…
Sonders Talks Inflation, Interest Rates
Charles Schwab chief Investment Strategist Liz Ann Sonders says that, while food and energy prices have been rising rapidly, there is “very little” risk of core inflation right now. She…
Dreman Positions Portfolio for Inflation
David Dreman says stocks are generally cheap, but he’s still expecting that the U.S. will be jolted by a “really major dose of inflation” at some point down the line.…