Liz Ann Sonders, the chief investment strategist for Charles Schwab & Co. — who accurately called the start of the current recession in December 2007 — says she thinks the…
Category: Historical Lessons
The Real Question
(Excerpted from John Reese’s May 15 Validea Hot List newsletter) The big question for the market continues to be whether or not the recent rally is for real. Given the…
Hulbert: Fear Is Encouraging
In his latest column for MarketWatch, newsletter-watcher Mark Hulbert of Hulbert Financial Digest makes an interesting observation about fear and contrarian investing, one that echoes the findings of one of…
Why Those 1982 Valuations Might Never Come
As the current market rally has evolved, one of the main arguments against this being the start of a new bull market has involved valuations. While value metrics like the…
Shilling: Still Bearish
Gary Shilling, the economist, money manager, and Forbes columnist, isn’t changing his bearish view, despite the market’s big recent rally. “I think it is a bear market rally,” Shilling told…
What Will the Recovery Look Like?
A “U”, a “V”, an “L” — Time magazine takes a look at what we might expect in the coming economic recovery, with insight from top strategists such as Peter…
Schwab Strategists: Rally Will Hold
Two top Charles Schwab strategists — Chief Investment Officer Jeff Mortimer and Portfolio Manager Paul Alan Davis — said today that the current rally is for real, and that long-term…
Grantham: S&P 1000-1100 by Year-End -- Then Trouble
GMO Chairman Jeremy Grantham released his first-quarter letter today. While Grantham reiterates some of the points GMO made in its first-quarter update (which we reviewed yesterday), he adds a good…
GMO: International Equities Promising, Govt. Bonds Dangerous
Jeremy Grantham’s GMO has released its first-quarter 2009 update, and the firm says it will continue to put money back into equities, though with a cautious approach. “Having increased our…
Buffett Talks Recovery, Bonds, and Banks
A myriad of Warren Buffett-related headlines have been coming out of Berkshire Hathaway’s annual meeting, ranging from Buffett’s thoughts on the economy to Berkshire’s succession plans to just what Buffett’s…