It appears that Doug Kass — the money manager and RealMoney.com columnist who has been particularly bearish in recent years and predicted some of the economic crisis — is turning…
Category: Market Valuation
Grantham: There's Risk in Value -- and in Buy-and-Hold
Jeremy Grantham has released the second half of his fourth-quarter 2008 letter on GMO’s website, and in it he offers several intriguing points about why value investors got hit hard…
Hulbert: Graham's Approach Endures
In his latest MarketWatch column, Mark Hulbert wonders whether the recent market plunge has shown that “maybe Ben Graham isn’t old-fashioned after all”. Over the past couple decades, Hulbert says,…
Buffett "Weighing Machine Metric": Time to Buy Stocks
A metric that Warren Buffett uses to assess the market’s valuation is now showing that it is a good time to buy stocks, Carol Loomis and Doris Burke write for…
Bogle, Siegel, O'Shaughnessy: Where Do They Have Their Own Money?
While they have been hit hard over the past year, many of the world’s top investors aren’t shying away from the stock and bond markets, writes The Wall Street Journal’s…
Grantham on Cycles, Bargains, and the "Creative Tension" Facing Stock Investors
In an excellent interview with Steve Forbes, Jeremy Grantham — the bear who called both the 2000 market crash and the recent plunge — discusses how he’s avoided the bursting…
Barron's 2009 Roundtable Summary Part II: Opportunities for a “Grizzly” Bear Market.
In Barron’s Roundtable’s second installment, four strategists (Bill Gross, Felix Zulauf, Archie MacAllaster and Abby Cohen) offer up some investment ideas and thoughts on the market. Included in this post…
Mauldin Sees Bleak 2009 for Economy, Stock Market
Investment manager and author John Mauldin — one of the few strategists who saw the 2008 stock market mess coming — tells Yahoo! TechTicker that he doesn’t see a turnaround…
Study: Stock Prospects "Rosy" for Long Term
Examining historical trends in the 10-year price/earnings ratio, bond yield spreads, and equity risk level premiums, Professors Dale L. Domian and WIlliam Reichenstein make the case that now is a…
Barron's 2009 Roundtable Summary: Experts See Uncertain Times Ahead
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…