The direction of Fed policy has a significant impact on markets, according to Robert R. Johnson of the American College of Financial Services, in a recent piece for Barron’s. Dr.…
What Investors Can Learn from the Oil Bust and Charlie Munger
The Wall Street Journal offers some broad lessons from the oil bust. “If oil stocks have burned you, use that as motivation to rethink how you form your expectations of…
Grantham Says Our Bias Toward Good News Makes Us Manipulable
In a recent Barron’s excerpt of a longer article, Jeremy Grantham, founder of asset management firm GMO, says Americans “have a broad and heavy bias away from unpleasant data” that…
A Flat 2015 is Not Predictive of Coming Bear or Bull Market
Barry Ritholtz, Bloomberg columnist and founder of Ritholtz Wealth Management, points out that 2015 has been essentially flat and, looking to history, concludes: “by itself, a flat market does not…
4 Options to Beat Inflation in the Future
A recent piece in Forbes offers 4 suggestions for beating inflation. After noting that “the present 0% rate [of inflation] blends an upward march of 2% in the cost of…
Positioning for 2016
Patrick O’Shaughnessy of O’Shaughnessy Asset Management says “if you look historically at what broad categories do well during period of rising rates . . . value stocks tend to…
Getting Harder to Make Money, Gundlach Says
“It’s getting harder and harder to make money,” says Jeffrey Gundlach, founder of Doubleline Capital. “There are plenty of markets that are falling apart and freaking out,” he observes.…
Apple vs. Google, and Other Market "Playoff" Matchups
With the NCAA’s college football playoff only a couple weeks away, Validea CEO John Reese recently took a look at some stock market “playoff” matchups that feature several global powerhouses,…
Bearishness Overstated, Says Doll
Bob Doll of Nuveen Asset Management says they “expect equities will outperform bonds over the next six to 12 months, although the ride is likely to be bumpy” in…
Be Like Buffett: Go Low -- Low-Beta, That Is
Conventional wisdom has long held that, in investing, greater risk leads to greater reward. But over the past couple years, new research has turned that idea on its head, and…