Commodities guru Jim Rogers offers his take on the current state of the economy and stock market in an interview with BusinessWeek, saying that diversification is “a scam”, that the…
Category: Historical Lessons
A "Superinvestor" and Other Depression Survivors Weigh In
Very interesting piece from SmartMoney’s Reshma Kapadia in the magazine’s new May issue. (It doesn’t appear to be available online yet; when it is, we’ll add the link). With all…
Mortimer on "The Most Dangerous Words in Investing"
Charles Schwab Investment Management’s Chief Investment Officer Jeff Mortimer offered some interesting thoughts on the current market and keys to a good investment strategy in a Q&A with Washington Post…
The Two-Pronged O'Shaughnessy Attack
In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models I run on Validea.com. In this week’s…
Glassman: Choose History Over Hunches
In his latest Kiplinger’s column, former Under Secretary of State James K. Glassman says that — in spite of all of the troubling developments that have hit the economy and…
Dreman: Yes, It's a Depression -- So Buy
One of the investing world’s pre-eminent contrarians, David Dreman, writes in Forbes that the U.S. is indeed in a depression — not a recession — but says it’s also a…
Farrell Calls a Bottom (and Rips "Dr. Doom")
In his latest MarketWatch column, Paul Farrell takes Nouriel “Dr. Doom” Roubini to task — and gives six reasons why he thinks the stock market has bottomed. Roubini, the New…
Whitman Finding Bargains through Graham & Dodd, with a Twist
The Financial Post of Canada takes an interesting look today at the Benjamin-Graham-esque approach that longtime market-beater Marty Whitman uses to pick value stocks. According to The Post’s Levi Folk,…
Gross: Investing "Revolution" Is On
In his April market commentary on PIMCO’s web site, bond guru Bill Gross says that we’ve entered a new world of economics and investing, one in which “there should be…
Stocks for The Long Run -- Riskier than Stocks for The Short Run?
In his latest column for The New York Times, Mark Hulbert highlights an interesting new study that examines the concept of long-term risk in the stock market. The study, performed…