While many remain concerned that major inflation is lurking around the corner, GMO’s Jeremy Grantham says deflation, not inflation, is the greater concern. “Even if we get intermittently rising commodity…
Keys to Buffett's Success
In an interview with The Motley Fool web site, author Roger Lowenstein, who has written extensively about Warren Buffett, offers some interesting insights into why the “Oracle of Omaha” has…
El-Erian: Market Looking for Top-Line Growth -- and Not Getting It
PIMCO’s Mohamed El-Erian says that the “new normal” is starting to play out, with a lack of top-line growth causing the market to adjust and reprice. “For a while, revenue…
Bolton on China: Small Firms, Big Opportunities
Anthony Bolton, the highly successful U.K. fund manager who came out of retirement this year to take over a new China-focused fund for Fidelity, is particularly keen on smaller Chinese…
Guru Strategy 7-Year Report Card: Ben Graham Still on Top
More than three decades after his death, Ben Graham is still beating the market. At least, Graham’s strategy is still handily beating the market, according to Validea.com’s guru-inspired portfolios, the…
The "Last Optimist Standing"
In a recent presentation given during the Wharton School’s Global Alumni Forum, professor and author Jeremy Siegel said that generous unemployment benefits may be inflating the U.S.’s unemployment rate, and…
Berkowitz Loaded Up on Financials
After disclosing that his Fairholme fund opened or increased its stakes in two much-maligned insurers — AIG and MBIA — Bruce Berkowitz now has well over half of his portfolio…
Nygren: How Stocks Could Double in Five Years
Bill Nygren, whose Oakmark and Oakmark Select funds are both in the top 2% of their category over the past decade, thinks stocks could double in the next five years…
Doll: Economy Fragile, but Double Dip Unlikely
In his latest market commentary (provided on Advisor Perspectives’ web site), Blackrock’s Bob Doll says the economy has hit a “soft patch”, but that he thinks the odds of a…
Hussman: Don't Believe That Stocks Are Cheap
While Liz Ann Sonders says stocks are undervalued using her computation of “normalized” earnings, fund manager John Hussman has a far different view. In his latest market commentary, Hussman says…