While many are predicting that the depth of the economy’s troubles will mean a “slow-burn” or muted recovery, James Grant writes in The Wall Street Journal that he’s expecting something…
Category: Historical Lessons
GARP, PEGS, and Peter Lynch
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the Peter Lynch-inspired P/E/Growth Investor strategy,…
Fisher Says We're Only 50% Through Rally -- at Most
Forbes columnist and money manager Kenneth Fisher says that we’re in the midst of a “V”-shaped recovery — one that will run for at least a year, meaning that we’re…
No Signs Market Rally Is Done, Ritholtz Says
Barry Ritholtz of Fusion IQ and The Big Picture blog — a longtime bear who presciently turned bullish in March — says the recent rally may only be two-thirds of…
O'Shaughnessy: Asset Allocation Changes Coming at Terrible Time
With stocks struggling through a terrible bear market over the past two years, investors have taken huge sums of money out of stocks and poured money into bonds — a…
Six Lessons from the Bear Market
In their latest Kiplinger’s column, Whitney Tilson and John Heins — who were well ahead of the curve on the housing and financial meltdown last year — use their own…
The Diversification Debate
In addition to the question of how many stocks they should own, another similar question many investors ask is how many funds or asset classes they should own. In a…
Ritholtz Cautious, But Says "Traders' Rally" Still Has Room to Run
Barry Ritholtz — who presciently started turning bullish back in March — says much of the market’s oversold status has been worked off, but thinks the market could continue to…
Buffett: Inflation Coming, Congress Must Step Up
In an Op-Ed for The New York Times, Warren Buffett writes that significant inflation problems could be headed our way, and that it’s up to Congress to keep it from…
How Many Stocks Is Too Many?
One of the key questions any investor must grapple with is, “How many stocks should I own?” Jonathan Burton addresses that issue in a recent MarketWatch column, taking a look…