While it wasn’t the big acquisition he recently said he’s been “salivating” for, Warren Buffett and Berkshire Hathaway did recently make an addition to its business portfolio. Late last week, the…
Shiller Talks Housing, Fiscal Cliff, and the Election
Yale Economist Robert Shiller says the housing market is showing positive signs. But, he adds, “The problem is it’s not a really strong positive sign yet.” Shiller also says the…
Why Election-Driven Stock-Picking Is Dangerous
While many investors and pundits are no doubt considering what the impact of the Presidential election will be on stocks, MarketWatch’s Mark Hulbert says not to get caught up in…
How to Overcome Your Own Mind and Beat the Market
In the latest issue of Forbes magazine, Validea CEO John Reese examines why human beings tend to exercise bad judgment when making investment decisions, and how using quantitative investment strategies…
Knowing When to Fold 'em
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investing. In the latest issue, John looks at a key but often overlooked part…
Buffett, Berkshire Add to Housing Recovery Bet
Warren Buffett’s firm is continuing to bet on a recovery in the U.S. housing market, with one of its subsidiaries taking the lead in managing a new residential real estate…
Herro Talks Europe, Japan, and China
Oakmark’s David Herro says he’s finding opportunities in beaten-down shares in Japan and Europe, but is wary of Chinese stocks. Herro tells Barron’s that Japanese stocks are extremely cheap, and…
El-Erian on Sandy's Economic Impact
Just what impact will Hurricane Sandy end up having on the economy? PIMCO’s Mohamed El-Erian recently tackled that question in a piece for CNBC.com. One of El-Erian’s key points was…
Icahn Finding Value in Netflix
While Netflix shares have been pummeled over the past year-and-a-half, hedge fund guru Carl Icahn is betting on them to rebound, perhaps due to Netflix’s attractiveness as a takeover target.…
What Bogle Sees For Stocks & Bonds In The Next Decade
Vanguard Founder Jack Bogle says he expects stocks to earn real returns of about 4.5% per year for the next decade, and bonds to earn virtually no real return. Bogle divides returns…