Small stocks struggled mightily compared to larger stocks in 2014, but Wells Capital’s Jim Paulsen said that signs are pointing toward a small-cap bounce-back. (more…)
Category: Historical Lessons
The Two Most Important Pages Of Warren Buffett's 50th Anniversary Shareholder Letter
Warren Buffett’s 50th anniversary letter to Berkshire Hathaway shareholders has now been analyzed by a myriad of pundits who have dissected just about every sentence of it. But, given that…
Buffett's Three Investing Tips For You (and LeBron)
Warren Buffett has been making the rounds since the release of his annual letter to Berkshire Hathaway shareholders, and in a recent interview with CNBC he offered three tips for…
Active Management: A Deeper Look at 2014
One widely reported theme of 2014 was the struggle of active fund managers, with the vast majority of S&P 500-benchmarked funds lagging the index over the year. But in a…
Klarman: Prepare Now For When Times Get Tough
While the market keeps rising, hedge fund guru Seth Klarman isn’t getting too comfortable. (more…)
Great Pages: David Dreman On Resiliency
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
Why Not To Give Up On Small Caps
Last year, small-cap stocks lagged large stocks by the widest margin since 1998, but newsletter guru Jim Oberweis says not to quit on the little guys. (more…)
Grantham & Inker on Oil and Stocks
In GMO’s fourth-quarter letter, Ben Inker says the firm is finding better opportunities abroad than in the US, and Jeremy Grantham offers his thoughts on what’s going on with oil…
Reese on the Active vs. Passive Debate
In a recent interview with TheStreet.com’s Jill Malandrino, Validea CEO John Reese talked about his guru-inspired investing approach, and offered his take on the active vs. passive debate. (more…)
Is It A Bond Bubble? Shiller Weighs In
Nobel Prize-winning economist Robert Shiller — who called both the technology bubble and the housing bubble — says the bond market is not currently fitting the traditional definition of a…