This is the first of three Barron’s Roundtable articles featuring some of the best and brightest in the investment industry. In general, these experts see more uncertainty in 2009, but…
Category: Historical Lessons
Reese: Five Reasons for Optimism
In the week’s Validea Hot List newsletter, Validea CEO John Reese says that, despite the continuing troubles with the U.S. economy, he sees several clear reasons long-term investors should be…
Bogle: Don't Forget These Lessons Next Time
Investing legend John Bogle, founder of the Vanguard Group of Mutual Funds, writes in a guest column for The Wall Street Journal that investors continually ignore lessons of the past,…
Ten Lessons from The Oracle
MSN.com’s Michael Brush writes today that the current tough times call for “a dose of optimism, wisdom, and insight”, and he thus offers 10 lessons on “the basics”, as taught…
Looking Back at Benjamin Graham's Lectures - 1946 & 1947
Diehard value investors will appreciate the transcripts of lectures featured in “The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend,” by Janet Lowe. Posted on John Wiley &…
O’Shaughnessy: History Tells Us Now Is The Time to Buy
Jim O’Shaughnessy, Chairman and CEO of O’Shaughnessy Asset Management, believes that equity valuations “present buying opportunities akin to 1974 and 1982.” He writes that investors need to ignore short-term volatility…
Hulbert: Current Crisis is "Textbook Illustration" of Liquidity Shock
In his regular New York Times column, Mark Hulbert looks at the stock market’s behavior since the credit crisis began and references a 2001 academic study to glean some insight…
Cash-to-Stock Market Ratio has Leuthold Group Bullish on Stocks
The amount of cash, bank deposits, and money-market funds ($8.85 trillion) is equal to 74 percent of the market value of U.S. companies, according to this Bloomberg article. The cash-to-stock…
Values Abound in Small-Caps
In this week’s Validea Hot List newsletter, John Reese says that his Guru Strategy computer models are finding an array of values among small-cap stocks, particularly among those that would…
Schwab's Sonders Sees Positives in Market, but Slow Recession Recovery
Charles Schwab Chief Investment Strategist Liz Ann Sonders, who has been pretty cautious in recent months, offered a positive perspective on the market this morning. Sonders told Yahoo! TechTicker’s Aaron…