Jason Zweig unveils some great research in his latest piece for The Wall Street Journal (“Why Market Forecasts Keep Missing The Mark”). With all sorts of pundits making predictions for…
'Good to Great' Author Collins: "Those Who Panic, Die On The Mountain"
Jim Collins, author of the top selling business books “Built to Last” and “Good to Great”, speaks with Fortune magazine about what it takes for companies to emerge from difficult…
Reese on New Guru Model, Economy
In his latest Hot List newsletter, Validea CEO John Reese unveils a new guru-based stock selection model, and tells readers that continuing economic woes don’t have to mean continued trouble…
Grantham on Cycles, Bargains, and the "Creative Tension" Facing Stock Investors
In an excellent interview with Steve Forbes, Jeremy Grantham — the bear who called both the 2000 market crash and the recent plunge — discusses how he’s avoided the bursting…
Yale's Swensen: U.S. Should Have Learned Lesson in '87, '98
Yale endowment manager David Swensen, who has been one of the most successful institutional investors in the world for the past two decades, tells Charlie Rose that the underlying problems…
Data Shows Bottom "In Sight"
Using the research of Jeremy Siegel, Peter Brimelow and Edwin Rubenstein write on MarketWatch that stocks “can’t go all that much lower before getting to unsustainable depths”. The duo —…
Little-Known Guru's Strategy Nets Big Gains Through Downturn
The American Association of Individual Investors (AAII) recently published its 2008 stock screening review ($$). For those that may not know, AAII has been tracking the performance of its screens…
Buffett: Fear Is Winning -- But It Won't Win In The End
In a wide-ranging interview with Dateline NBC’s Tom Brokaw, Warren Buffett says that fear is currently winning out over hope in the U.S. economy — but that he wouldn’t bet…
"Black Swan" Author: Situation "Vastly More Dangerous Than The Great Depression"
In his 2007 book The Black Swan, Nassim Nicholas Taleb warned of the dangers of a U.S. bank imiplosion. Now, with some of his fears having been realized as the…
Barron's 2009 Roundtable Summary Part II: Opportunities for a “Grizzly” Bear Market.
In Barron’s Roundtable’s second installment, four strategists (Bill Gross, Felix Zulauf, Archie MacAllaster and Abby Cohen) offer up some investment ideas and thoughts on the market. Included in this post…