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…
New Data Supports Fisher's Old Approach
In a recent piece for Seeking Alpha, Thomas Pound looks at the stock-picking approach Kenneth Fisher laid out in his classic book Super Stocks, as well as Validea’s Fisher-inspired model…
Return of the Small-Caps?
Small stocks struggled mightily compared to larger stocks in 2014, but Wells Capital’s Jim Paulsen said that signs are pointing toward a small-cap bounce-back. (more…)
The Two Most Important Pages Of Warren Buffett's 50th Anniversary Shareholder Letter
Warren Buffett’s 50th anniversary letter to Berkshire Hathaway shareholders has now been analyzed by a myriad of pundits who have dissected just about every sentence of it. But, given that…