Marc Faber of the Gloom, Boom & Doom Report thinks U.S. stocks are heading for a correction — a big one. Faber tells CNBC that he sees a few big reasons…
The Trouble with Mean Reversion
Mean reversion is a key part of many investors’ strategies, and right now some are pointing to above-the-mean cyclically-adjusted price/earnings ratios as a sign that stocks are overvalued. But Morningstar Vice…
Reese Talks Expectations, Ben Graham, and Blue Jays
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese talks about the impact that expectations can have on stock investing. “Many of history’s best investors have…
Herro Focused on Europe, Not Emerging Markets
Top fund manager David Herro has been buying up stocks in an extremely unloved area of the market: European banks. “If you look at our portfolio, we’re most overweight Europe…
Buyback Stocks or Dividend Plays? Nygren Weighs In
When companies put cash to work to increase shareholder value, it can be a very good thing. But top fund manager Bill Nygren says certain types of cash deployers are…
Ritholtz: Don't Be a Muppet
In a recent Washington Post column, Barry Ritholtz says that too many investors are still getting victimized by “muppet portfolios”. “Muppet portfolios,” Ritholtz says, are portfolios “assembled for the sole…
Gundlach Talks Bonds, Housing, and Equities
Bond guru Jeffrey Gundlach says a big shift in market psychology has occurred, with “fear and loathing” ruling the day. He says investors have gone from thinking, “I don’t care…
Reese: Fear and Value in Overseas Stocks
Validea CEO John Reese says in his latest Nasdaq.com column that he’s finding big values in some beaten-down international markets. “I still believe the U.S. market is a good place…
Why Syria Isn't as Bad for Stocks as You Think
Should you be worried about all the headlines saying that the Syrian crisis will pound stocks? Not if history is any guide, says MarketWatch’s Mark Hulbert. Hulbert says that historically,…
The Stock-Pickers Market Returns ...
After years of stocks appearing to move in lock-step, could we finally be returning to a “stock-pickers market”? The Wall Street Journal’s Steven Russolillo says the data indicates that may…