Hulbert Financial Digest’s Mark Hulbert says he’s seeing extreme pessimism among newsletter editors he tracks — and that may bode well for the market. ”I’ve seen perhaps one of the…
Hussman: These Dips Don't Offer Much Opportunity
Despite the market’s recent struggles, John Hussman — whose funds have some solid long-term track records — isn’t seeing a great opportunity to “buy on the dip”. “My impression is…
Mobius: Emerging Markets Offer Less Risk than Developed Markets
Templeton Asset Management’s Mark Mobius says emerging markets are offering less risk and better returns than other more developed markets. Mobius tells Bloomberg that many emerging markets have lower debt…
Berkowitz, Paulson Upped Stakes in Several Financials in Q1
While Warren Buffett trimmed some of his financial stock holdings in the first quarter, two other top strategists — hedge fund guru John Paulson and Morningstar fund manager of the…
Guru Strategy Rating Changes: Sanofi, Goldman 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…
Grantham Bullish on Timber -- and Little Else
Jeremy Grantham has been sounding bearish lately, but at least one type of investment is piquing his interest: timber. Crain’s New York Business reports that Grantham, speaking at the CFA…
Winters: Short-Term Thinking Not the Way to Get Rich
David Winters, whose Wintergreen fund has significantly outpaced the market this year and over the past 1- and 3-year periods, offers his thoughts on the markets and investment strategy in…
Buffett, Berkshire Make Big Q1 Changes
Warren Buffett’s Berkshire Hathaway cut back on several equity positions and eliminated others altogether in the first quarter, with one of the biggest moves being its sale of a billion…
O'Shaughnessy: Want Income? Look at Stocks, Not Bonds
Conventional wisdom is that investors looking for income (as opposed to capital gains) should focus on bonds. But in his latest market commentary on his firm’s web site, James O’Shaughnessy…
Siegel on the Euro Debt Crisis' Bullish Impacts
Author and Wharton Professor Jeremy Siegel says the European debt crisis has had several ramifications that are actually bullish for stocks. Siegel tells Bloomberg that the crisis has caused oil…