Jeremy Grantham has released the second half of his fourth-quarter 2008 letter on GMO’s website, and in it he offers several intriguing points about why value investors got hit hard…
Growth vs. Value: Does It Matter Anymore?
Growth versus value: For decades, it has been perhaps the most widely asked question in stock market strategy discussions. But in Forbes’ most recent Intelligent Investing Panel, two top strategists…
Tilson on Cognitive Dissonance, and a Shift in Strategy
In a column for the Financial Times, money manager and columnist Whitney Tilson — one of those who predicted the housing and financial crises — discusses the “tricky” process of…
Schiff: Any Stimulus Plan Will Be Disastrous
While investors are eagerly waiting to hear what the final economic stimulus package will include, author Peter Schiff, who predicted the recent housing and stock market collapses, has been issuing…
Munger on Morality, Higher Taxes, and How The Founding Fathers Can Help Us Now
Charles Munger, Warren Buffett’s long-time sidekick at Berkshire Hathaway, offers some tough medicine for the U.S. in an editorial written for today’s Washington Post. Calling the current situation “dire”, Munger…
Hulbert: Graham's Approach Endures
In his latest MarketWatch column, Mark Hulbert wonders whether the recent market plunge has shown that “maybe Ben Graham isn’t old-fashioned after all”. Over the past couple decades, Hulbert says,…
Hot List: How to Combine Strategies to Minimize Risk, Maximize Returns
In my new book, The Guru Investor, I detail ten of the best-performing stock-picking strategies of all-time. These guru-based approaches are a great way to get a leg up on…
PIMCO Boss: A New Take on Asset Allocation
In this month’s Kiplinger’s magazine, PIMCO CEO Mohamed El-Erian offers some interesting insights into diversification and risk management in an economic world that is in great flux. According to El-Erian,…
Tilson & Heins: Look for Safer Buys in this Market
In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins warn that investors shouldn’t give in to the temptation to swing for the fences by buying speculative…
PIMCO's Gross on Shadow Banking System -- and the Key to Getting out of The Crisis
While policy makers continue to debate what is the best way to halt the country’s financial crisis, “bond king” Bill Gross of PIMCO says it is clear what needs to…