GMO’s Jeremy Grantham has released the second half of his first-quarter letter, and in it he recommends dialing back risk — though he admits he may in the end prove…
Category: Market Valuation
Greenblatt: Don't Focus Too Much on Broader Market's Value
In an interview with Yahoo! Finance’s Breakout, hedge fund guru Joel Greenblatt says he thinks the broader market is “in the range of fairly valued”, but says focusing on the…
Muhlenkamp Says Market Fairly Valued; Sees Volatility Ahead
Top value investor Ron Muhlenkamp says that stocks appear “fairly priced”, and that he expects to see equity prices becoming more volatile. In his latest quarterly letter, Muhlenkamp says he…
Five Guru-Inspired Bargains for Any Market
In his latest article for Forbes.com, Validea CEO John Reese looks at the range of opinions about the broader stock market’s current valuation. Reese notes that some, like Yale Economist…
Greenblatt: Market Fairly Valued, Plenty of Opportunities
Author and hedge fund guru Joel Greenblatt says he thinks the market is in the range of fair value, and says he’s finding plenty of attractive stocks right now. Greenblatt…
Cooperman Still Optimistic on Stocks
Hedge fund guru Leon Cooperman says he’s still optimistic on the stock market, though his optimism has been tempered a bit recently. Cooperman (whose market commentary starts around the 10…
The Shiller P/E: In Need of a Revision?
Does the “Shiller P/E” need a revamp? Some well-known strategists say yes, but others — including Yale Economist Robert Shiller himself — say no. While most strategists and publications use…
Study: Why Stocks Could Do Well in Next Decade -- Even If Growth Is Slow
Since the stock market crash of late 2008, investors have heard a lot about the “New Normal” — the notion that we’re now in a new era of lower-than-average economic…
Where Shiller Sees Potential Bubbles (Hint: It's Not the Stock Market)
Yale economist Robert Shiller has a reputation for being one of the most astute “bubble-spotters” in the world, having warned of both the tech stock bubble of the late 1990s…
Faber Sees "Lifetime Buying Opportunity" in Japan
Marc Faber of the Gloom, Boom & Doom Report says the declines in the Japanese market have created a “lifetime buying opportunity”. Faber tells Yahoo! Finance’s “Breakout” that that doesn’t…