Top fund manager Charles de Lardemelle isn’t finding much to buy in the stock market these days, holding about 30% of his two portfolios’ funds in cash. (more…)
Rodriguez Sees Another Crisis Coming
Top strategist Bob Rodriguez of FPA sees a financial crisis coming in the next few years that will be at least as big as the Great Recession, and he thinks…
Great Pages: John Neff Calls The Internet Bubble
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…
The Best Investment Strategist You've Never Heard Of
Not all investment gurus are famous Wall Street fund managers or outspoken activist investors. That’s what Validea CEO John Reese says in his latest article for Seeking Alpha, in which…
A Sector That Should Benefit From The Oil Plunge
In his latest Forbes.com column, Validea CEO John P. Reese looks at one area of the market that he says should be helped by the recent tumble in oil prices: consumer discretionary stocks.…
OSAM: Microcaps A Better Opportunity Than PE
Over the past decade or so, investors — particularly institutional investors — have focused more and more on private equity as a way to get exposure to small, potentially high-growth…
Warren Pieces: Buffett On Professional Investors, And The Path To Hell
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1985 Letter to Shareholders, Warren Buffett offered his thoughts on why professional investors create instability in…
Bogle Distrusts Corporate Earnings
Legendary Vanguard Founder Jack Bogle says that the stock market’s gains over the past decade look reasonable — if you trust the accuracy of corporate earnings. And he doesn’t appear…
Five Fixed Income Misconceptions
In a recent piece for Forbes, top bond fund manager Bonnie Baha of DoubleLine offers five common — and dangerous — misconceptions about the fixed income market. (more…)
What You Don't Know About Small Caps
Small-cap stocks have taken a pounding in recent months, but Francis Gannon of Royce Funds recently offered some intriguing data indicating that fundamental-focused investors would be wise not to quit…