GMO’s Jeremy Grantham recently sat down for a lengthy interview with Charlie Rose, and offered a number of interesting takes on the economy and stock market. Grantham says that the…
Winters Says Long Bonds "Going To Get Crushed"
Top fund manager David Winters says the bond party is over, and investors should key on stocks going forward. Winters tells Bloomberg that low-coupon debt is “going to get crushed”.…
Play Defense Like a Guru
For investors who are getting nervous that the stock market has become overheated amid its strong recent performance, Validea CEO John Reese says there are better options than trying to…
Sobering Market Timing Stats
With the Dow Jones Industrial Average recently — and finally — eclipsing its 2007 high, many investors have been wondering when the bull market will end. But in a column…
Siegel: The Bull Has Legs
Wharton Professor and author Jeremy Siegel says he thinks the “great rotation” from bonds to stocks is “in its very infancy”. Siegel tells FOX Business Network that he thinks investors…
Should You Join The Bull Run?
Dalbar, Inc. has been tracking the performance of individual investors for years, and the group’s president says that, with the stock market climbing higher and higher, investors who want to…
Active or Passive? Try (Parts of) Both
Should you choose actively managed funds for your investments, or passively managed funds? It’s one of the investing world’s great debates. And in a new research paper, James O’Shaughnessy’s firm…
Lee: Financials Have "Really Good Valuation Story"
JPMorgan Chase Chief U.S. Equity Strategist Thomas Lee says that the long-maligned financial sector is a “very investable space”. Lee tells Bloomberg that the Federal Reserve’s stress tests on banks…
The Real Trick Behind Greenblatt's "Magic" Formula
Hedge fund guru Joel Greenblatt has produced remarkable returns over the long haul using what he calls his Magic Formula. But in his latest column for Forbes.com, Validea CEO John…
Buffett: Stocks Still Best Value
While stocks have recently hit all-time highs on some major indices, Warren Buffett says he’s still finding more value in equities than anywhere else. “Anything I bought at $80 I don’t…