In her latest market commentary, Charles Schwab Chief Investment Strategist Liz Ann Sonders looks at the recent commodities decline, and at what it might mean for stocks. While stocks and…
Fisher Sees Change in Leadership; Dumps Emerging Market Stocks
Saying that investors have gotten too bullish on emerging markets, Kenneth Fisher sold more than $1 billion in emerging market exchange-traded funds in the first quarter. “This is about sentiment…
Guru Strategy Rating Changes: Canon, MasterCard on Move
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Top Mid-Cap Manager Talks Strategy
In the latest edition of WealthTrack with Consuelo Mack, top mid-cap manager Thyra Zerhusen discusses her investment strategy, and where she’s finding value in the market right now. Zerhusen is…
How Long Will Junk Continue to Lead?
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…