According to a new study, mutual fund investors don’t just tend to buy high and sell low — they also tend to do so shortly before the stock market reverses…
Category: Historical Lessons
Pabrai Talks Moats, and "Low Risk, High Uncertainty"
Top value manager Mohnish Pabrai discusses his investment strategy in this recent Forbes.com interview with Steve Forbes. Pabrai talks about the importance of patience for investors; the concept of “low…
Ritholtz on the Not-So-Abnormal Rally
Barry Ritholtz of FusionIQ and The Big Picture blog says that as long as the Federal Reserve keeps interest rates near zero, it’s unwise to short stocks. “As I’ve told…
O'Shaughnessy Finding Opportunities in High-Dividend-Payers
Top strategist James O’Shaughnessy is finding numerous opportunities in high-dividend stocks both in the U.S. and abroad. In a recent interview with CNBC, O’Shaughnessy details his “Enhanced Dividend” strategy, and…
Siegel Sees More Room to Run for Rally
Author and Wharton professor Jeremy Siegel says he thinks the economic recovery will be stronger than many think, and that stocks have another 10% or 15% — or perhaps even…
Sonders Remains Optimistic
While some have been concerned about the low volume and lessened volatility in the market of late, Charles Schwab’s Liz Ann Sonders remains upbeat on stocks. “The grinding-higher [market] action…
Biggs: It's Never Different
While some say we’ve entered an economic and investing world in which things are “different this time”, hedge fund guru Barton Biggs tells Bloomberg that “the world is never different”,…
What to Expect in a Bull's Second Year
With the bull market having recently hit its one-year anniversary, MarketWatch’s Jonathan Burton says investors might want to look to history for clues about what to expect in what will,…
The 10-Year P/E & Portfolio Strategy
In a recent piece for Advisor Perspectives, Keith C. Goddard, CFA, presents some intriguing data on how investors might use the 10-year “Shiller” P/E ratio to adjust their exposure to…
Tilson & Heins on How the Mighty Fall
At the heart of good stocks are good companies, and in their latest Kiplinger’s column Whitney Tilson and John Heins offer their perspective on what causes some companies to falter.…