Grantham Gloomy, But Not Running From Equities
GMO’s Jeremy Grantham sounds quite gloomy in his latest quarterly letter, though he advises a “near normal” allocation to equities and says high-quality U.S. stocks are “relatively cheap”. Grantham says…
Arnott On Why It Wasn't A Lost Decade
The “Lost Decade”: It’s a moniker that many stock market commentators have applied to the 2000s, a decade in which we saw two major bear markets and the S&P 500…
What Buffett Sees In The Newspaper Biz
Warren Buffett created a stir with Berkshire Hathaway’s recent acquisition of the Omaha World-Herald, with his firm venturing into an industry that has numerous questions swirling around it. Just what…
Tilson On Financials, And The Importance Of Discipline
Whitney Tilson says he doesn’t think the U.S. is headed for financial Armageddon, which means numerous bargains — including several in the financial sector — are available right now. “Yes…
Sonders On Similarities, Differences Between Today and 2008
The eurozone debt crisis has frequently been compared to the Lehman Brothers-triggered financial crisis that rocked the U.S. in 2008. In recent commentary, Charles Schwab Chief Investment Strategist Liz Ann…
Gurus Go Panning For Gold
In his latest RealMoney column, Validea CEO John Reese takes a look at some gold mining stocks that could benefit from a Eurozone money-printing program. “In times of financial trouble,…
Wien On Valuations, Growth, and Gold
Byron Wien says he expects the U.S. to show slow growth next year, and says stock valuations are “very attractive”. But whether those valuations are enough to overcome global debt…
In Rare Interview, Klarman Talks Value Investing
Hedge fund guru Seth Klarman rarely talks with the media, but he recently gave an in-depth interview to Charlie Rose through the group Facing History and Ourselves. And Business Insider…