Barry Ritholtz of Fusion IQ and The Big Picture blog thinks the talk of a housing recovery and a general economic recovery are very premature, and that what we’re experiencing…
Bear Market Winners: A Good Long-Term Bet?
Given the major trauma the events of 2008 and early 2009 had on investors, it might seem hard to blame someone for latching onto the advice of the relatively few…
Buckingham: Time for Value
Recently, we highlighted a study performed by Russell Investments that found value stocks typically begin to overtake growth stocks “almost immediately” when the economy bottoms. Today, John Buckingham of Al…
Bull Runs: How they Happen
Money magazine recently offered some interesting data on the relationship between the economy and the stock market. In the chart below, you can see how the market, on average, has…
The Wisdom of Lynch & Templeton
Here’s an oldie but a very, very goodie — a Louis Rukeyser interview with Peter Lynch and the late John Templeton. The exact date of the video (posted on YouTube…
Forester Says We've Seen the Bottom
Tom Forester, whose Forester Value was the only stock mutual fund to end 2008 in the black, says he believes the market has bottomed, but that stocks are now in…
The Little-Known Shipping Metric
Time magazine recently had a piece on “the least known key economic indicator” — the Baltic Dry Index. The BDI, which is a measure of worldwide shipping rates, has “registered…
Buffett, Berkshire on Bond Binge
Back in October, Warren Buffett told the world that he was buying American equities in his personal (non-Berkshire Hathaway) account, which previously had been filled with only U.S. government bonds.…
Fisher on the Dem Bounce
In his latest Forbes column, Kenneth Fisher offers one interesting reason why he thinks stocks are a good bet to end the year in positive territory. According to Fisher, since…
Rodriguez Bullish on Energy Stocks -- Not So Bullish on Economy
Bob Rodriguez of First Pacific Advisors sees continued tough times for the economy, but that doesn’t mean he’s staying on the sidelines. In an interview with Morningstar, Rodriguez discusses his…