Would deflation be bad for stocks? Many investors appear to think so, judging from the market’s recent hiccups after signs that deflation could be rearing its head. But MarketWatch’s Mark…
Category: Historical Lessons
Fisher: Second Leg of Bull Coming
Kenneth Fisher says the current correction is “the most textbook perfect” one he’s seen in 12 years, and says the second leg of a bull market is coming. Fisher writes…
"Smooth" Recoveries Rarely Occur, Says Dorfman
Growth in manufacturing activity and industrial production have slowed a bit recently, leading many to fear a double-dip recession is coming. But columnist and money manager John Dorfman — one…
Siegel: Fed Still Has Tools -- and Should Use Them
While many say it is out of bullets, author and Wharton Professor Jeremy Siegel says the Federal Reserve still has ammunition left to combat the sluggish economy. Siegel writes on…
Zweig Strategy Doing Some Apple-Picking
In his latest article for Seeking Alpha, Validea CEO John Reese takes an in-depth look at his Martin Zweig-inspired growth strategy. “Over the past two years, the stock market has…
Reese on How to Find "Enduring Moats" Like Buffett
In his latest article for Canada’s Globe & Mail, Validea Co-Founder and CEO John Reese talks about how some of the world’s most successful investors have targeted firms that have…
Hussman: Market Still Overvalued
John Hussman says technicals and fundamentals are battling it out in the market. And, while the former may take stocks higher in the short term, the latter will win out…
Stocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say
O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior”…
Consumers As Contrarians Indicators
One of the reasons for the market’s tumble late last week was a much worse-than-expected consumer confidence reading. But according to Mark Hulbert and the research of Kenneth Fisher, the…
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
While many remain concerned that major inflation is lurking around the corner, GMO’s Jeremy Grantham says deflation, not inflation, is the greater concern. “Even if we get intermittently rising commodity…