The stock market is more expensive today than it was when baby-boomers were starting their careers, writes Bloomberg columnist Nir Kaissar. “Which means,” he adds, “that millennials can’t expect the…
Share Valuations More Appealing After Market Dip
The stock market dip that occurred earlier this month had “something good to offer,” according to a recent article in The Wall Street Journal. The article underscores how, before the…
Some Ideas for Investing in a Low Return Environment
There is a very strong likelihood that returns for investors over the next decade will be significantly lower than what we have seen in the past ten years. With the…
Ray Dalio Says Recession Risks on the Rise
Billionaire Ray Dalio recently said that the Fed’s response to strong economic data and increased fiscal spending could lead to an “economic slowdown.” This according to a CNBC article. Dalio,…
Investors Spooked by the Market Tumble Should "Buy and Hold"
Highlighting the fact that future stock market movements are “unknowable” and that trying to predict them can be “dangerous,” a recent Wall Street Journal article quotes the legendary investor Peter…
Mauboussin Offers Insights on Active Management
A recent Forbes article offers comments and insights gathered in a recent interview with Michael Mauboussin, Director of Research at BlueMountain Capital Management (formerly Head of Global Financial Strategies at…
Ken Fisher on Bull Market Dips Versus True Bear Markets
In a recent USA Today article, famed investor Ken Fisher offered advice on how to discern between a bear market and a bull market “blip”: Referring to the market dip…
The 30-Year Downtrend in Interest Rates Could Be Over
A recent article in MarketWatch outlines comments by industry experts regarding the 10-year Treasury’s recent inching up above the 30-year downtrend line: Mark Arbeter, CMT, of Arbeter Investments LLC says…
Stocks Are Cheaper, But Not Much
While the sell-off earlier this month led to lower share prices, according to a recent article in The Wall Street Journal, “they are still far from cheap.” The article points…
The Meb Faber Show - John Reese: There Is No Strategy That Outperformed the Stock Market Every Single Year
We are usually not ones to practice nepotism, but this discussion with Meb Faber and our founder John Reese is a very good one. The podcast focuses on John’s quest…