Unheralded programs like Ohio University and Lehigh have played Cinderella in this year’s NCAA basketball tournament, knocking out highly seeded schools with long histories of basketball prominence. And in his…
Fisher: Stars Aligning for China in 2012
Forbes’ Kenneth Fisher says he’s found a good timing mechanism for investing in Chinese stocks, and says it is showing that the “stars are in alignment” for Chinese equities in…
OSAM: Shareholder Yield Surpasses Dividend Yield
While paltry fixed-income yields have had investors on the prowl for high-dividend stocks, James O’Shaughnessy’s firm says they should be looking in another place for yield. “Though dividend yield works…
ECRI Says Economic Data Has Too Much Seasoning
The Economic Cycle Research Institute is continuing to stand by its recession call, and now contends that a reason for the recent improvement in U.S. economic data is a problem…
Top U.K. Manager Bullish on U.S.
Top U.K. fund manager Robin Geffen has increased his Neptune Global Equity fund’s U.S. allocation to its highest level ever, saying that the American economy stands out among other developed…
More On Inflation And Asset Allocation
Last week, we highlighted a MarketWatch column that referenced a new study showing that stocks, against conventional wisdom, have actually served as poor hedges during periods of marked inflation. But…
An Industry That Can Beat Back Inflation
In his latest column for RealMoney.com, Validea CEO John Reese says inflation can be a big hindrance to good investing returns, and highlights one industry — pharmaceuticals — that has…
Top Forecaster Sees More Gains For Market
Former Value Line Research Director Sam Eisenstadt, who has a solid track record of market forecasting, thinks stocks will gain more than 8% by the end of August, with the S&P…
Arnott Looks to Emerging Markets, Thanks to Demographics, Deficits
PIMCO’s Rob Arnott says a major demographic shift means bad news for U.S. markets in the coming decades, though he says smart baby boomers will still be able to hit…
Dreman: Bond Bubble Will Hurt Many
Contrarian strategist David Dreman says a “major bubble that will hurt a lot of people” has formed in the long Treasury bond market. “Ten-year Treasuries are yielding about 2%, while…