In a recent article for the CFA Institute Conference Proceedings Quarterly, James Montier, Societe Generale Cross Asset Research’s global strategist, argues that the recent economic crisis and market plunge were…
Munger on Success, Economists, and Why the Feds Got Lehman Right
In a wide-ranging interview, Charles Munger — Warren Buffett’s longtime partner at Berkshire Hathaway — tells the Stanford Lawyer why he and Buffett have been so successful, why economists so…
Recession Over? Top Strategist Says 'Yes' -- Cautiously
Liz Ann Sonders, the chief investment strategist for Charles Schwab & Co. — who accurately called the start of the current recession in December 2007 — says she thinks the…
Lynch Pupil Makes Major Bank Move
FBR Funds Chief Investment Officer David Ellison, who avoided much of the financial sector meltdown, has been buying up bank shares lately — and a big reason, he says, involves…
The Real Question
(Excerpted from John Reese’s May 15 Validea Hot List newsletter) The big question for the market continues to be whether or not the recent rally is for real. Given the…
Opposing Views from Two Top Market-Timers
Which way is the market headed? In articles on MarketWatch.com and Bloomberg.com, two market-timers with good track records lay out starkly different viewpoints on the issue. On the bullish side…
Hulbert: Fear Is Encouraging
In his latest column for MarketWatch, newsletter-watcher Mark Hulbert of Hulbert Financial Digest makes an interesting observation about fear and contrarian investing, one that echoes the findings of one of…
Why Those 1982 Valuations Might Never Come
As the current market rally has evolved, one of the main arguments against this being the start of a new bull market has involved valuations. While value metrics like the…
Shilling: Still Bearish
Gary Shilling, the economist, money manager, and Forbes columnist, isn’t changing his bearish view, despite the market’s big recent rally. “I think it is a bear market rally,” Shilling told…
O'Shaughnessy: Major Opportunities in Dividend Stocks
Even after the market’s recent rally, Jim O’Shaughnessy is continuing to see a myriad of values in the market, he recently told CNBC. “I think it’s very sustainable,” O’Shaughnessy, the…