In a column for Canada’s Globe and Mail, Norman Rothery says that, while many investors focus on popular, frequently traded stocks, the real profits lie in smaller, illiquid shares. “While…
Five Reasons for Optimism
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at five reasons he’s optimistic about…
Shilling: Bond Prices to Rise in 2013
Economist Gary Shilling is betting on bonds over stocks in 2013. “I think you play it with a ‘risk-off’ kind of approach,” he tells Yahoo! Finance’s The Daily Ticker. “And…
Favorite Charts from Bogle, Wien, and Others
Business Insider recently asked a number of strategists to discuss their “favorite charts of 2012,” and some of the gurus participating offered some very interesting data. Byron Wien of Blackstone…
Sonders: Correlations to Fall in 2013
Charles Schwab Chief Investment Strategist Liz Ann Sonders says a key theme of 2013 will be the continuing decline of correlations. Sonders tells USA Today that she thinks correlations will…
Could Wage Inflation Rebound Soon?
Wells Capital Management’s Jim Paulsen says that declining wage inflation — which has allowed the Federal Reserve to continue its “crisis-like” loose monetary policy — may be coming to an…
Shiller Still Not Sure Housing Has Bottomed
Yale Economist and housing guru Robert Shiller says he thinks housing prices will continue to rise for a few months, but he’s not sure the upswing will continue after that…
Three Lessons From 2012
Michael Cintolo of the top performing Cabot Market Letter recently reviewed three key lessons he’s learned or relearned in 2012. Cintolo says that one of those key lessons involves relying…
Rosenberg: Put Cash to Work in 2013
The often gloomy David Rosenberg of Gluskin Sheff + Associates says 2013 is a year for investors to put their cash to work. Rosenberg still sees anemic growth for the…
Fisher: Don't Fear The "Fiscal Rolling Plain"
Top strategist Kenneth Fisher says the “fiscal cliff” drama is far overblown, and that the overwrought fears about budget cuts and tax hikes are actually a bullish sign. “If there’s…