How quickly will stocks rebound when the current bear market ends (if it hasn’t already done so)? The New York Times’ Paul Lim offers some interesting data on that subject…
Don't Be a Bottom-Hunter
The big question in the market these days seems to be, “Have we hit a bottom?” After enduring a bear market that has lasted nearly 18 months and cut the…
Fisher: Fears are Greater, but Risk is Lower
In his latest Forbes column, Kenneth Fisher offers advice for those who feel like the stock market is too risky a proposition right now. “This is not an irrational fear;…
Tobin's Q Ratio: "Modestly" Bullish Sign
In the latest issue of Equities and Tobin’s Q, John Mihaljevic (CFA and managing editor of The Manual of Ideas blog) explains that the “Q” ratio made famous by Nobel…
Gross, Lynch, Malkiel: Varied Perspectives on Current Market
In interviews with the Washington Post, three top market minds — former Fidelity star manager Peter Lynch, PIMCO’s bond guru Bill Gross, and Princeton professor and author Burton Malkiel —…
Good Quant, Bad Quant
MarketWatch’s Paul Farrell recently offered up a scathing critique of “quants”, complete with this eye-catching subhead: “By Predicting Your Behavior, Quants Control Your Mind, Money, the Markets”. Since I run…
Buffett, Berkshire Focusing on U.S.
Warren Buffett tells Bloomberg that the odds are his Berkshire Hathaway — still on a buying binge — is more likely to make its next acquisitions in the U.S. rather…
Kass: It's Dinner Time
TheStreet.com’s Doug Kass — a pretty hardened bear whose stance began to soften last month — is now standing firm in his call that we’ve reached a bottom. “We live…
Hussman: Good Values, but No Bottom
John Hussman, whose Strategic Growth and Strategic Total Return funds were some of 2008’s best, is warning that major volatility may soon return to the stock market. “I suspect that…
Tilson & Heins: How You Can Be a Stock "Lion" Like Templeton
Barry Ritholtz isn’t the only successful manager saying investors should be making “watch lists”. In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say that maintaining…