Great Pages: O'Shaughnessy On Models vs. Humans
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
The Value Of Microsoft and "Old Tech" Plays
People can become infatuated with potential, and that’s particularly true when it comes to investing in tech stocks. But Validea CEO John Reese says that investors shouldn’t get too smitten…
Top Fund Manager On "Colossally Artificial" Markets
In a couple of rare interviews, top stock-picker Joel Tillinghast recently said that he thinks markets have gotten “colossally artificial”, and that he’s finding more value opportunities overseas than in…
Paulsen: Market Needs A Correction To Move Forward
Wells Capital’s James Paulsen thinks a much-needed correction is coming for the stock market. (more…)
How Fracking And The Fed Staved Off A Recession
The Economic Cycle Research Institute finally threw in the towel on its off-the-mark 2012-13 recession call earlier this month. But given the firm’s stellar long-term track record, ECRI’s take on…
What Does Tobin's Q Really Mean?
As the market has climbed higher and higher, many bears have pointed to the elevated “Q ratio” as a reason for concern. But just what does the Q’s high level…
Dalio's Bridgewater Sees No Bubble Trouble
Don’t count hedge fund guru Ray Dalio’s Bridgewater Associates among the investors who think the stock market is in bubble territory. (more…)
Hulbert: Don't Buy The "Summer Rally"
As summer closes in, many advisers will start claiming that the “summer rally” will be coming with it, says MarketWatch’s Mark Hulbert. But, Hulbert says, don’t listen to them. (more…)