Tilson & Heins on Circles of Competence

In their latest column for Kiplinger’s, Whitney Tilson and John Heins discuss the importance of investing within — while trying to expand — your “circle of confidence”. “Staying within your…

Kass Still Net Long, But Worried

Columnist and money manager Doug Kass says he’s still slightly net long, but has some significant concerns about where the economy and stocks are headed. Kass tells CNBC that he…

El-Erian on Deflation, Double Dip

PIMCO’s Mohamed El-Erian says he thinks there is a 25% chance that the U.S. will run into deflation and a double-dip recession. “I do not think the deflation and double-dip…

Two Top Newsletters Bullish

Two stock-investing newsletters with excellent long-term track records are sounding quite bullish, despite — or, perhaps more to the point, in part because of — the significant amount of fear…