Financial historian and NYU Stern School of Business Professor Richard Sylla — who in the late 90s predicted that the next decade would be a weak one for stock returns…
Sonders: Want Job Growth? Provide Regulatory Clarity
Charles Schwab Chief Investment Strategist Liz Ann Sonders sees weak growth for the U.S. for “quite some time” — though she doesn’t see another recession on the horizon — and…
The Not-So-New Macro Investing World
For investors, much of the decade since the September 11 attacks seems to have been dominated by an unprecedented slew of troubling macroeconomic issues: terrorism fears, a financial crisis, natural…
Mobius Sees Opportunity In Smaller Emerging Markets
While emerging markets like Brazil, China, and India get a lot of the attention, Templeton Asset Management’s Mark Mobius says smaller areas like Thailand, Indonesia, Chile, Poland, Romania, and Turkey…
Winters: "It's a Great Time to Be a Value Investor"
Top fund manager David Winters says it’s a “great time to be a value investor”. Winters tells Bloomberg that “I think there’s a lot to do today because people are…
Dreman: Look Past the Fear -- Now's the Time to Buy
While many investors have been fleeing stocks this summer, David Dreman says it’s a good time to be buying. “No, the market volatility and the seemingly never-ending Fed follies are…
Bogle: Stay Disciplined -- And Don't Bother With Gold
Vanguard founder Jack Bogle says he thinks stocks will outperform gold over the next decade. “I think so for a simple reason, and that is stocks have an internal rate…
Firms That Buffett Should Keep An Eye On
Warren Buffett and Berkshire Hathaway have been buying this year — both in terms of stocks and whole companies (like Lubrizol). And in his latest article for Forbes.com, Validea CEO…
Shiller On How To Provide Stimulus Without Higher Deficits
The need for stimulus and the reluctance to increase the national deficit — it’s these two concepts that many feel are leaving the U.S. in an untenable position. But Yale…
Gross: Fed Policies May Be Destroying Credit, Not Creating It
The Federal Reserve has for the past few years maintained a low interest rate policy in order to make credit easier to obtain and growth easier to come by. But…