Two weeks ago, we highlighted how The Cabot Market Letter — one of the best-performing newsletters of the past decade — was turning bullish on stocks. Now, in the newsletter’s…
Kass Turns Bullish on Berkshire
On the same day that Moody’s announced its credit rating downgrade of Berkshire Hathaway, Doug Kass — who’s made some hay by being short on Berkshire shares for the past…
Siegel: Earnings "Nowhere Near as Dismal" as S&P Data Suggests
In his most recent posting on Yahoo! Finance, Jeremy Siegel reiterates his belief that Standard & Poor’s flawed earnings calculations for the S&P 500 are making the corporate earnings picture…
Portfolio Size: How Big Is Big Enough?
How many stocks should you own? Rob Wherry of SmartMoney.com takes an interesting look at that question today on The Wall Street Journal’s web site. Wherry examines “focused funds” (those…
A "Superinvestor" and Other Depression Survivors Weigh In
Very interesting piece from SmartMoney’s Reshma Kapadia in the magazine’s new May issue. (It doesn’t appear to be available online yet; when it is, we’ll add the link). With all…
How Your Brain Can Drag You Down -- and How You Can Overcome It
Nature vs. nurture — it’s an eternal debate, and, as Jason Zweig shows in his most recent Wall Street Journal column, scientific research shows it’s a question that can have…
Mortimer on "The Most Dangerous Words in Investing"
Charles Schwab Investment Management’s Chief Investment Officer Jeff Mortimer offered some interesting thoughts on the current market and keys to a good investment strategy in a Q&A with Washington Post…
Top Fund Manager Eyes Small-Caps
John E. Deysher, whose Pinnacle Value Fund has outperformed 99% of its peers year-to-date and over the past year, three years, and five years, tells Barron’s that he’s been putting…
The Two-Pronged O'Shaughnessy Attack
In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models I run on Validea.com. In this week’s…
Glassman: Choose History Over Hunches
In his latest Kiplinger’s column, former Under Secretary of State James K. Glassman says that — in spite of all of the troubling developments that have hit the economy and…