“Woodstock for Capitalists” — the annual meeting of Warren Buffett’s Berkshire Hathaway — has been going on throughout the weekend in Nebraska, and Buffett’s comments have already made a lot…
Category: Historical Lessons
Kass: S&P 1,050, Then a Pullback
TheStreet.com’s Doug Kass — whose early March bottom call continues to hold up — today offers a much more long-term outlook on the stock market. According to Kass, history —…
The Bond Fallacy
The bond bandwagon has gotten pretty crowded these days, with big names like Rob Arnott and Gary Shilling both writing that bonds — not stocks — appear to be the…
Wharton Prof Duel: Siegel vs. Stambaugh
Several weeks back we highlighted a new study that found stocks are actually more risky in the long run than they are in the short run. Today in an interview…
The Great Depression "25-Year Recovery" Myth
If you’re worried about stocks taking a period of many, many years to recover following the recent market plunge, Mark Hulbert offers some insightful — and encouraging — news in…
Arnott: Value Stocks Priced at or below Depression Levels
Researcher and money manager Rob Arnott has made a lot of headlines lately with his focus on the bond market, but in yesterday’s Financial Times he keyed in on another…
Tilson, Heins, and Recency Bias
How did so many investors and analysts fail to recognize the looming economic and stock market crises in recent years? In their latest Forbes column, Whitney Tilson and John Heins…
Biggs vs. Mauldin: Will The Rally Hold?
The big question in the market these days is, of course, whether the current rally is really the start of a new bull run, or if it is another bear…
S&P's Stovall: Retest in the Works
Sam Stovall, Standard & Poor’s chief investment strategist, offered some interesting data on whether this rally is for real in an interview with CNBC today. Stovall — who said back…
A History of Resilience
The economic news has offered some rays of hope in the past few weeks — surprisingly good bank earnings, unemployment declines, improved capital-raising conditions for corporations — and the markets…