Kenneth Fisher and two other major money managers are making aggressive stock plays in Russia, where turmoil and problems persist but valuations are at the lowest levels of the 50…
Category: Market Valuation
The Other Side: Bond Backers Remain Wary of Equities
While many have joined the bullish camp in recent weeks, several top strategists remain much less enthusiastic about stocks, notes TheStreet.com’s Stan Luxenberg. Chief among the bears is Rob Arnott,…
Top Timing Newsletters All Bullish
The seven most successful market-timing newsletters are all bullish, writes MarketWatch’s Mark Hulbert, who tracks investment newsletters’ performance at his Hulbert Financial Digest. Hulbert says he searched his database for…
Is This Crisis Really a "White Swan"?
In a recent article for the CFA Institute Conference Proceedings Quarterly, James Montier, Societe Generale Cross Asset Research’s global strategist, argues that the recent economic crisis and market plunge were…
The Real Question
(Excerpted from John Reese’s May 15 Validea Hot List newsletter) The big question for the market continues to be whether or not the recent rally is for real. Given the…
O'Shaughnessy: Major Opportunities in Dividend Stocks
Even after the market’s recent rally, Jim O’Shaughnessy is continuing to see a myriad of values in the market, he recently told CNBC. “I think it’s very sustainable,” O’Shaughnessy, the…
Schwab Strategists: Rally Will Hold
Two top Charles Schwab strategists — Chief Investment Officer Jeff Mortimer and Portfolio Manager Paul Alan Davis — said today that the current rally is for real, and that long-term…
Grantham: S&P 1000-1100 by Year-End -- Then Trouble
GMO Chairman Jeremy Grantham released his first-quarter letter today. While Grantham reiterates some of the points GMO made in its first-quarter update (which we reviewed yesterday), he adds a good…
Shiller: Be in Stocks & Real Estate, Despite Risks
Yale economist and housing-bust-predictor Robert Shiller says that, while housing and stock prices could well go lower in the short term, now is a good time for investors to be…
GMO: International Equities Promising, Govt. Bonds Dangerous
Jeremy Grantham’s GMO has released its first-quarter 2009 update, and the firm says it will continue to put money back into equities, though with a cautious approach. “Having increased our…