In an excellent recent interview with The Investors Podcast, quantitative guru Tobias Carlisle talks about the powerful force of mean reversion in the stock market and economy, and offers a…
Listen To Buffett On Buybacks
A myriad of companies in recent years have touted the fact that they’ve been buying back their own shares to increase shareholder value. But in a recent piece for Forbes.com,…
Sonders: Pullback Risk Elevated, But Don't Worry About Economy
Charles Schwab’s Liz Ann Sonders says that the risk of a correction is elevated, but she thinks the bull market is still in tact. (more…)
Bearish Faber Likes US Blue Chips -- Sort Of
Marc Faber — known as “Dr. Doom” — says US blue chips look like a good option relative to some other investments right now. But that doesn’t mean he’s changed…
El-Erian: US Job Gains Impressive, But European Stocks To Outperform
Mohamed El-Erian says that while the latest jobs report isn’t perfect, it is “wow”-worthy — and that could actually mean US stocks will lag European equities in the short term.…
Don't Throw In The Towel On Foreign Stocks
US stocks have left foreign equities in the dust over the past two years. But Validea CEO John Reese says that doesn’t mean you should put all your eggs in…
Fisher: Don't Believe The "Currency War" Hype
With central banks around the globe making an array of moves to weaken or strengthen their currencies, talk of currency wars has risen. Kenneth Fisher says not to buy it.…
Why NOT To Change Your Portfolio
With the bull market now more than six years old, many investors are worrying that the end may be near. But in a recent MarketWatch column, Chuck Jaffe says investors…
Dalio On Challenging Your Point Of View
To invest successfully, you have to sincerely consider the possibility that you might be wrong, and continually challenge your own assumptions and opinions, hedge fund guru Ray Dalio says in…
Adjust The Nasdaq For Inflation? What's The Point?
With the Nasdaq recently closing above 5,000 for the first time in a decade-and-a-half, bears have said that the index really should be adjusted for inflation to get a better…