There’s been a lot of concern about the market’s valuation after last year’s runup and this year’s volatility, but top fund manager Bill Nygren isn’t buying it. (more…)
Lo On Buying Low
MIT Finance Professor Andrew Lo says that getting out of the market during though times isn’t the biggest mistake investors make — it’s failing to get back in soon enough.…
Fama, French, Buffett & Value
In his latest column for Forbes.com, Validea CEO John Reese looks at the implications of new research from renowned finance professors Kenneth French and Eugene Fama that turns conventional thinking…
Roubini Sees Credit Bubble Forming
Nouriel Roubini — known as “Dr. Doom” for his often-dire predictions — thinks we’re in the early stages of a credit bubble that will be difficult to avoid given the…
Corporate Culture Matters -- CEOs, Not So Much
Investors often pay lots of attention to who a company’s CEOs is, or should be. But MarketWatch’s Mark Hulbert says they are probably wasting their time. “In fact, according to…
Gundlach on Housing: "The Kids Aren't Alright"
Bond guru Jeffrey Gundlach is expecting though times for the housing market — so tough that he’s shorting homebuilders. (more…)
OSAM On How To Beat The Tax Man
Often times, investors overlook a key part of portfolio management when buying and selling stocks: tax impact. But in a recent research report, quantitative investing guru James O’Shaughnessy’s firm offers…
Defending Buffett, Part I ...
While a new analysis seems to indicate that Warren Buffett has lost his touch in recent years, Validea CEO John Reese says that a deeper examination indicates otherwise. (more…)
... Defending Buffett, Part II
Further support of the notion that Warren Buffett hasn’t lost his touch comes from Fortune’s Stephen Grandel, who says the study critiquing Buffett’s recent performance has some major flaws. (more…)
Buffett: Economy Picking Back Up
Warren Buffett says he wasn’t too surprised by the weak first quarter GDP report, and says things appear to be picking up in the second quarter. (more…)