GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a…
Category: Historical Lessons
Sonders on Housing, Unemployment, and GDP
Housing played a huge role in the 2008 market crash and “Great Recession”, and in her latest market commentary Charles Schwab Chief Investment Strategist Liz Ann Sonders offers some interesting…
Oberweis: Small-Cap Growth Rally Not Over
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have experienced a big rebound in the past two years, they have plenty more room to run, Canada’s Globe and…
Hulbert on Which Industries to Watch
While 2010 was a year in which economic worries abounded and fears of a double-dip recession were sky-high, an unlikely sector led the market’s gains: consumer discretionary firms — i.e.,…
Zweig on Cloudy Forecasts
While scores of analysts and strategists have been offering their 2011 forecasts about how much the S&P 500 will gain or lose, how much gross domestic product will grow or…
Fisher Sees U.S. Outperforming in 2011
Kenneth Fisher says he thinks U.S. stocks will outperform the rest of the world in 2011. In an interview with Bloomberg, Fisher also reiterates his belief that 2011 will be…
Siegel Still Bullish
Wharton professor and author Jeremy Siegel says stocks look very attractive valuation-wise, and thinks the market will rise 10% to 15% this year. Siegel also tells Bloomberg that he thinks…
Fisher: U.S. Debt More Manageable Than You Think
Kenneth Fisher says that the global economic recovery is stronger than many realize, and says 2011 should be a “relatively easy year for stock pickers”. “There is an abundance of…
Ritholtz Sees Rally Continuing, Risk Factors Building
Barry Ritholtz of FusionIQ and The Big Picture blog says he expects the market rally to continue into the first quarter of 2011, though he sees risks accumulating over the…
Lowest of the Low-P/E Firms Post Big Outperformance
Numerous contrarian investment strategies have a track record of solid performance. But just how well — or poorly — do the most unloved stocks in the market fare? According to…