For years, the US economy pushed ahead at a tepid pace, quantitative easing reigned, and US stocks lacked competition from other assets. But now that story is changing, says Charles…
Great Pages: David Dreman On Resiliency
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
Buffett's Energy Dump
While oil prices were tumbling in the fourth quarter, Warren Buffett’s Berkshire Hathaway was dumping most of its energy holdings, according to recent regulatory filings. (more…)
Fisher On Technology's Bullish Laws
In his latest Forbes column, Kenneth Fisher looks at some technology “laws” that he says will continue to increase productivity and boost the economy. (more…)
Why Not To Give Up On Small Caps
Last year, small-cap stocks lagged large stocks by the widest margin since 1998, but newsletter guru Jim Oberweis says not to quit on the little guys. (more…)
Romick Still Cautious
In his recent fourth-quarter letter to FPA Crescent shareholders, Steven Romick says he’s continuing to be patient in an overvalued market environment. (more…)
Grantham & Inker on Oil and Stocks
In GMO’s fourth-quarter letter, Ben Inker says the firm is finding better opportunities abroad than in the US, and Jeremy Grantham offers his thoughts on what’s going on with oil…
Reese on the Active vs. Passive Debate
In a recent interview with TheStreet.com’s Jill Malandrino, Validea CEO John Reese talked about his guru-inspired investing approach, and offered his take on the active vs. passive debate. (more…)
Is It A Bond Bubble? Shiller Weighs In
Nobel Prize-winning economist Robert Shiller — who called both the technology bubble and the housing bubble — says the bond market is not currently fitting the traditional definition of a…
Goldman's Kostin: Think US-Focused Value Plays
Goldman Sachs Chief Equity Strategist David Kostin says an improving economy means investors should look to value stocks. (more…)