Jeremy Grantham, one of the few who saw the current credit crisis coming, provides some thoughtful comments on the crisis, asset bubbles, the stock market’s current valuation and how individual…
Tilson, Heins See Upside
In Kiplinger’s Discovering Value column, Whitney Tilson and John Heins say there are two silver linings that have emerged from the market turmoil. The first is that the unprecedented market…
Buffett: Unemployment to Get "Considerably Higher"
Warren Buffett tells Fox Business that he expects American job losses will continue to mount well into next year, and that unemployment will be well above the 6-6.5% range by…
New S&P Study: Most Fund Managers Fail to Beat Market
Add a new piece of evidence to the notion that most active fund managers fail to beat their benchmark indices over the long haul: According to recently released data from…
Painful Stretch Even for The Greats
No one beats the market all the time — not even the best investors in history — and this difficult bear market has been a perfect example. Yahoo Tech Ticker’s…
Billions in Derivatives Losses Looming for Buffett, Berkshire?
Investment author Jon Markman says in his Nov. 19 “Trader’s Advantage” newsletter that the losses Warren Buffett and Berkshire Hathaway have recently incurred because of the plummeting market may be…
History Rhymes -- But Do We Learn from It?
Robert F. Bruner, dean of the University of Virginia’s Graduate School of Business and author of The Panic of 1907: Lessons Learned from the Market’s Perfect Storm, writes on Forbes.com…
Zweig: Joe Investor's Time Is Now
Wall Street Journal columnist Jason Zweig makes the current case for the individual investor, and highlights the vast array of asset classes that are presenting very attractive values. While stocks…
Shiller P/E
Fortune’s Shawn Tully recently looked at the Shiller P/E model (developed by Yale University professor Robert Shiller), which calculates the P/E ratio of the market using ten years worth of…
Is it Really that Different This Time?
Validea Newsleter – Nov. 14, 2008. The economic news is still bad, with unemployment up, retail sales down, and manufacturing activity very weak. Still, despite all the negativity, things haven’t…