In a column for Kiplinger’s, the bullish Jeremy Siegel talks about what he sees as threats to his upbeat outlook. Siegel cites a couple risks whose impacts would go far…
The Wrong Lesson Learned From The Financial Crisis
It’s been nearly five years since the financial crisis of 2008 hit, and MarketWatch’s Chuck Jaffe says investors have learned some lessons from the crisis — the wrong lessons. The…
Mobius: Emerging Markets Still Look Good for Long Term
While emerging markets have taken their licks this summer, Templeton Asset Management’s Mark Mobius says the declines offer more of a buying opportunity than a sign of long term trouble…
Faber Sees Big Correction, Then Deflation Troubles
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…