Dan Chamby, one of the co-managers of BlackRock’s top-performing Global Allocation Fund, is betting big on Japan. (more…)
Tech Bubble Lessons For Today's Investors
After 15 years, the Nasdaq Composite Index recently eclipsed its March 2000 record high. But The Wall Street Journal’s Jason Zweig says that before they get too excited, investors would…
Dalio vs. Bernanke On Secular Stagnation
Former Federal Reserve Chairman Ben Bernanke may disagree, but hedge fund guru Ray Dalio says we’re in a period of secular stagnation. (more…)
Why Risk And Age Aren't As Tied As You Think
In the investing world, the standard thinking seems to be that the older you get, the less risk you should take on. But Charles Schwab’s Liz Ann Sonders says that’s…
Don't Get Tempted By Europe, Bond Guru Says
Top bond fund manager Bonnie Baha of DoubleLine Capital says that, with central banks around the globe distorting asset values, investors shouldn’t be tempted into taking on riskier bets in…
Ben Graham, Index Fund Fan?
Would Benjamin Graham, the man known as “the father of value investing” and a pioneer in security analysis, have liked plain, generic index funds? In a recent column, Jason Zweig,…
The Case for Dow 85,000
It may seem hard to believe that the Dow Jones Industrial Average could increase nearly five-fold over the next 15 years. But two top strategists have recently laid out a…
Corporate Buybacks Largest Buyer of Stock
Last month, Bloomberg highlighted the high level of company buybacks, noting that since the mid-2000s “corporations and investors have switched positions as the bigger buyer of stocks.” Specifically, “inflows from…
Where A Bond Guru Is Finding Value
Top bond fund manager Stephen Smith thinks that three key factors — oil’s decline, interest rate declines, and tumbling non-US currencies — will lead to better-than-expected global growth. (more…)
Druckenmiller Says Very Unhappy Ending May Await Investors
Retired star hedge fund manager Stanley Druckenmiller says investors should be wary because the Federal Reserve’s loose money policies have yet to come home to roost. (more…)