The '90s Valuations Were Right, Just Early, Says JPM Strategist
J.P. Morgan senior economist James E. Glassman says the stock market remains cheap, and thinks that the macroeconomic picture remains bullish for stocks while the micro outlook involves some cautiousness.…
A 'Foolish' Strategy That Trounces The Market
In a recent article for Canada’s Globe and Mail, Darcy Keith highlights Validea.com’s top-performing model, the strategy that Validea CEO John Reese bases on the approach of Tom and David…
Hussman: It's An Awful Time To Invest
Last week, we noted how The Wall Street Journal’s Jason Zweig says that we’re in the best time ever for individual investors, thanks largely to the way fees have declined…
Nygren: More Gains to Come
Top-performing fund manager Bill Nygren of Oakmark says he sees a number of reasons why stock returns this decade will “far surpass” those of the previous decade. “We think there…
Birinyi: Market May Be "Insisting" Economic Consensus Is Wrong
Strategist Laszlo Birinyi is seeing parallels between today’s stock market sentiment and the bond market sentiment of the mid-1990s, and says that’s good news for stocks. “In 1995, the consensus…
Less-Liquid Stocks, Bigger Returns?
Yale professor, author, and investment manager Roger Ibbotson says that investors can score some strong gains by focusing on stocks that are less liquid. Ibbotson tells Morningstar that buying less…
Are We in the Best Time Ever for Individual Investors?
With all of the animosity toward Wall Street these days, it seems hard to believe that today is the best time ever to be an individual investor. But Wall Street…
Buffett On Stocks, In-Laws, and Why He Wants Some of His Stocks to Fall
In his recently released fourth-quarter letter to Berkshire Hathaway shareholders, Warren Buffett reiterates his belief that stocks are a much better investment than gold or bonds, and explains why he…