Bill Miller, who beat the S&P 500 for a record 15 straight years before his portfolio was decimated in the financial crisis, has returned with a vengeance, with his fund…
Stiglitz: Rising Stocks A Symptom Of Weak Economy
Nobel Prize-winning Economist Joseph Stiglitz says the stock market’s continued rise is a sign of economic weakness, not a precursor to strong economic growth. (more…)
A Buffett- and Piotroski-Inspired Strategy To Beat Inflation
Inflation has been picking up lately, and in a recent Seeking Alpha column Validea CEO John Reese looks at how you can use the advice of Warren Buffett and Joseph…
Oberweis: Keep It Simple
Newsletter guru Jim Oberweis says that when it comes to growth investing, keep it simple. (more…)
Sonders: Despite Short-Term Issues, Trend Is Up
Charles Schwab’s Liz Ann Sonders expects the US economy to pick up in the second half, and thinks the general trend for US stocks remains upward. (more…)
Herro Likes EM-Exposed Firms
Top fund manager David Herro says he’s bullish on companies with exposure to emerging markets growth. (more…)
Shiller Talks Valuation, ECB, And College Costs
In a recent interview in Forbes, Nobel laureate Robert Shiller says that the stock market is not as overvalued today as it was in 2007 — but it’s getting darn…
Which Value Metric Is Best?
Which valuation metric is best? In his latest for Canada’s Globe and Mail, Validea CEO John Reese looks at just that question, weighing the pros and cons of several popular…
Warren Pieces: "Frequently Efficient" Doesn't Mean "Always Efficient"
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1988 Letter to Shareholders, Warren Buffett offered his thoughts on the Efficient Market Theory. Below…
Fisher On A Bullish Political Factor
While 2014 has been a mediocre year for stocks, Kenneth Fisher says he expects things to heat up later in the year thanks in part to the Presidential Election Cycle.…