Demographics, Growth, and Stock & Bond Returns
We recently highlighted data about the changing demographic make-up of the U.S., and the issue of what that means for the economy and stock market. Now, a new study shows…
Market Fear Has Two Top Managers Feeling Bullish
While many investors have been growing fearful in recent weeks, hedge fund guru Ron Baron says he’s still confident stocks are the place to be, in part because of their…
Grantham: Time to Dial Back Risk -- Though It Might Be Too Early
GMO’s Jeremy Grantham has released the second half of his first-quarter letter, and in it he recommends dialing back risk — though he admits he may in the end prove…
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
Top value investor Whitney Tilson says that we’re in unusually uncertain times, and that he’s playing defense with his portfolio. “We believe that we are in a period of ‘unusual…
Mobius Still Likes Brazil
Templeton Asset Management’s Mark Mobius says Brazil is continuing its solid recovery from the global recession, and remains an attractive place to invest. In a piece written for the U.K.’s…
Reese on NatGas Firms with Big Potential
U.S. and Canadian energy firms have been making a slew of natural gas-related acquisition in the past year or two, and in his latest piece for Canada’s Globe and Mail…
Biggs Likes Manufacturers, Capital Equipment Stocks
Hedge fund guru Barton Biggs says he has more confidence in the U.S. market than other markets around the world. “We’ve been through a period here where the bull case…
Guru Strategy Rating Changes: AAPL, MSFT, GM, RIMM All on the Move
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…