In recent years, there’s been a lot of talk about how profit margins have reached unsustainable levels and will revert to their historic mean, which would have negative consequences for…
Reese on the Valuation/Risk Relationship
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 the issues of valuation and…
Ritholtz Talks Economy, The Fed, and The Election
Barry Ritholtz of FusionIQ and The Big Picture blog says that even though it might not feel like it, “things are gradually getting better” with the economy — slowly. He…
Cooperman: Stocks the Place to Be
Hedge fund guru Leon Cooperman says stocks “generally speaking are the place to be”, and thinks government bonds are in a bubble. Cooperman tells CNBC that “there’s a very pessimistic…
Gross on the Problem with Low Interest Rates
PIMCO bond guru Bill Gross is standing by his comments that the “cult of equity is dying”, saying that near-zero interest rates are stunting lending and growth, and leading to…
Why Akre Sees Stagflation Ahead
Top fund manager Chuck Akre says a constrained consumer will mean continued slow growth for the U.S. — part of why he sees stagflation coming. Akre tells Bloomberg that robust…
Hulbert Sees Market Bouncing Back After September Struggle
If history is any guide, says MarketWatch’s Mark Hulbert, stocks are likely to struggle in September but then rebound and end the year above where they were on Labor Day.…
Study's Findings Challenge Loss-Aversion Theory
One tenet of behavioral finance is the “disposition effect” — the tendency for investors to sell winners rather than losers in their portfolio. And a common reason cited for why…
Investor Fears Have Rogers Sounding Bullish
Top fund manager John W. Rogers, Jr. says that the combination of lingering fear among investors and improving economic and corporate conditions are signaling a time to buy stocks. “Housing…
Gardners See Plenty of Opportunities
While a number of recent financial scandals have led many investors to grow weary of the stock market, Motley Fool co-creators Tom and David Gardner say investors shouldn’t lose faith…