The Wall Street Journal’s Jason Zweig is taking Jeremy Siegel to task for the data Siegel uses in his Stocks for the Long Run, an often quoted resource for buy-and-hold…
Category: Historical Lessons
The Expanding-Market-Share Fallacy?
When it comes to recessions, particularly bad ones like that which we’re seeing now, the strong survive. Good companies persevere, and pick up market share from their weaker rivals, which…
Buffett's Three Rules for Average Investors
Warren Buffett’s always been one to keep things simple. And in a recent interview with ABC, he laid out three broad rules that individual investors should follow if they want…
Keep Steering Clear of Long-Term Treasuries, Hulbert Warns
In his latest column for Barron’s, Mark Hulbert warns that “a careful analysis of the bond market leads to the same conclusion as six months ago: Long-term bets in the…
Dorfman: Rally Still Has Legs
Columnist and money manager John Dorfman, who called the recent upturn in the market, says he believes the rally is sustainable until at least early 2010, in large part because…
Fisher's Advice -- The Old, and The New
This month marks the 25th anniversary of Kenneth Fisher’s Forbes magazine column, and in his latest piece Fisher offers his thoughts on what has changed — and what hasn’t —…
Buffett's Best Advice
Fortune is running its annual “Best Advice I Ever Got” issue, with respondents ranging from golfer Tiger Woods to Google CEO Eric Schmidt to former Secretary of State and Ret.…
The Graham Approach: Still Making Hay after 60 Years
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 Benjamin Graham-inspired Value Investor strategy,…
O'Shaughnessy on Why Stocks Are Still Attractive, and the Value Resurgence
In his latest market commentary, Jim O’Shaughnessy writes that the market is seeing a major flip-flop in leadership similar to what often occurs at the end of recessions, and says…
What Will "Normal" Earnings Look Like?
A lot of strategists and investors have been talking about what the “new normal” will look like as the economy recovers from the recent financial crisis and unwinds the excess…