While we’re now more than two years into the bull market, lower-quality stocks are ccontinuing to lead the market’s rise — bucking the usual trend seen in bull markets, MarketWatch’s…
Hussman: It's Still a Secular Bear
Top fund manager John Hussman remains quite bearish on the broader market, saying that investors who try to ride the market’s recent momentum are getting close to “ensur[ing] themselves maximum…
Battling Your Brain: How Loss Aversion Hurts Investors
Human beings are prone to a variety of behaviors that make them bad investors, and in an article for The Economic Times, Vivek Kaul looks at a major one: “loss…
Greenblatt on Value, Time, and Discipline
In an interview with Barron’s, hedge fund guru and author Joel Greenblatt talks about how and why value-focused strategies tend to beat the market over the long haul, and where…
Cohen Sees Solid Growth, "Pause" for Stocks
SAC Capital’s Steven Cohen, whose hedge fund has returned 30% per year for 18 years, sees a pause for the stock market, but solid economic growth in the second half…
Demographics, Growth, and Stock & Bond Returns
We recently highlighted data about the changing demographic make-up of the U.S., and the issue of what that means for the economy and stock market. Now, a new study shows…
Market Fear Has Two Top Managers Feeling Bullish
While many investors have been growing fearful in recent weeks, hedge fund guru Ron Baron says he’s still confident stocks are the place to be, in part because of their…
Grantham: Time to Dial Back Risk -- Though It Might Be Too Early
GMO’s Jeremy Grantham has released the second half of his first-quarter letter, and in it he recommends dialing back risk — though he admits he may in the end prove…
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
Top value investor Whitney Tilson says that we’re in unusually uncertain times, and that he’s playing defense with his portfolio. “We believe that we are in a period of ‘unusual…
Mobius Still Likes Brazil
Templeton Asset Management’s Mark Mobius says Brazil is continuing its solid recovery from the global recession, and remains an attractive place to invest. In a piece written for the U.K.’s…