“Woodstock for Capitalists” — the annual meeting of Warren Buffett’s Berkshire Hathaway — has been going on throughout the weekend in Nebraska, and Buffett’s comments have already made a lot…
Category: Market Valuation
Wharton Prof Duel: Siegel vs. Stambaugh
Several weeks back we highlighted a new study that found stocks are actually more risky in the long run than they are in the short run. Today in an interview…
Arnott: Value Stocks Priced at or below Depression Levels
Researcher and money manager Rob Arnott has made a lot of headlines lately with his focus on the bond market, but in yesterday’s Financial Times he keyed in on another…
After Successful Short Plays in '08, Leuthold Now Bullish on U.S. Stocks
Another top strategist who made a bundle by shorting stocks in 2008 is now predicting big gains for U.S. equities in the near future. Steve Leuthold, manager of the Grizzly…
A History of Resilience
The economic news has offered some rays of hope in the past few weeks — surprisingly good bank earnings, unemployment declines, improved capital-raising conditions for corporations — and the markets…
Rogers: Diversification "A Scam"
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…
"Fair Value": The GMO Perspective
The big question on many investors’ minds lately has been whether the recent market plunge has caused stocks to be undervalued — and, if so, how much more undervalued they…
Fisher: "Look Up and Out"
In his latest Forbes column, Kenneth Fisher says that bargains abound in the market — and that, with a “wall of money” coming from the global stimulus efforts, now is…
Whitman on The Importance of Credit Worthiness, and Why He's Buying Stocks Now
Marty Whitman, the illustrious Third Avenue Funds founder, tells Steve Forbes that he is seeing great opportunities in distressed debt and the equity markets, and is particularly bullish on Hong…
Hedge Fund Guru: Buy & Hold Far from Dead
Is buy-and-hold dead? Lloyd Khaner, whose hedge fund has a successful two-decade track record, tells Forbes.com that he doesn’t think so — though he says successful implementation of a buy-and-hold…