GMO’s Jeremy Grantham has released his fourth-quarter letter, and, while the often-gloomy strategist focuses a good deal on the troubling flaws of the existing capitalist system, his investing outlook paints…
Gross: Zero-Bound Rates Will Cause Big Trouble
PIMCO bond guru Bill Gross is reiterating his belief that zero-bound interest rates will become a major problem for the economy, and markets. “Books such as ‘Stocks for the Long…
Paulsen Still Likes Financials and Cyclicals
Wells Capital Management’s James Paulsen thinks cyclical stocks will continue to outperform the broader market for some time. Paulsen tells Yahoo! Finance’s Breakout that cyclicals tend to outperform as long…
Ritholtz: Markets "Don't Give A Flying Fig" About Election Polls
As the 2012 Presidential election draws closer and closer, the usual rhetoric about one candidate being better than another for the stock market is, as always, a big issue in…
Achuthan, ECRI Stand Pat On Recession Call
Lakshman Achuthan of the Economic Cycle Research Institute says that, despite all the positive economic reports we’ve seen recently, several key indicators show the economy is actually on the decline…
Gross vs. Cooperman on Treasurys
Are Treasury bonds a good place to be, or quite dangerous? Two top strategists — Bill Gross and Leon Cooperman — have very different takes. Hedge fund guru Cooperman tells…
Getting Contrarian With A Market Guru
Most of history’s best investors have made their hay by going against the crowd. And in his latest column for Forbes.com, Validea CEO John Reese takes a look at some…
FPA's Rodriguez: Bigger Crisis Coming If U.S. Doesn't Act Soon
Top strategist Bob Rodriguez of FPA Capital — one of the few to warn about the 2008 financial crisis in advance — says the window the U.S. has to confront…
Doll: Long-Term Looks Good For Stocks, Short-Term Questionable
Blackrock’s Bob Doll says the longer-term picture for stocks is a good one, though there may be some “corrective action” in the shorter-term. “Looking ahead, we believe the backdrop for…
Investing Mistakes: A Result Of Your DNA?
How much of our investment success or failure is a result of our genetic makeup? An intriguing new study attempts to answer just that question, The Wall Street Journal’s Jason…