Ken Fisher thinks the mid-term elections have laid the groundwork for a significant jump in stocks. “Markets don’t like big sweeping actions,” Fisher told Bloomberg. “Right now, every politician is…
Category: Historical Lessons
Whitman Finding Lots of Bargains
Top value manager Marty Whitman says he’s finding a lot of U.S. stocks trading at attractive values right now, particularly in the high-tech arena. “We have a three-pronged approach to…
Grantham Bashes The Fed, Still Likes High Quality
In his latest market commentary, GMO’s Jeremy Grantham says the Federal Reserve has caused extensive damage to the economy by its manipulation of interest rates and asset prices, and is…
Oberweis: Small Caps Ready to Roll
In his latest Forbes column, newsletter guru Jim Oberweis says small-cap stocks are primed for a strong run. “Ironically the best time to buy small caps is when investors are…
Tilson: The U.S. Is Not Japan
While many investors are fearing that the U.S. will slide into a lengthy deflationary spiral similar to that which Japan has endured, top value manager Whitney Tilson says that is…
The Greenblatt Approach: How Simplicity and Common Sense Beat the Market
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 Joel Greenblatt-inspired strategy and portfolio,…
Nygren: Equity Returns Likely to "Dominate" Fixed Income Returns
In his third-quarter commentary, top value fund manager Bill Nygren says equities are “highly likely to dominate returns” from fixed income investments. “We continue to believe that equities are attractively…
Sonders: Yield Curve Flattening Not Cause for Worry
While some investors have been concerned about the rapidly flattening yield curve, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows such a trend isn’t cause for alarm.…
Hard to Be Short, Says Ritholtz
Barry Ritholtz of FusionIQ and The Big Picture blog says he’s 50% invested in stocks, up from 0% in May, and says “it’s hard to be short this market”, even…
Baron Says Stocks Are "Unbelievably Cheap"
In the latest edition of Forbes’ Intelligent Investing, top fund manager Ron Baron talks about his investment approach, and offers his take on where the market stands right now. Baron…