Grantham Likes Commodities
Commodity prices are headed higher over the long term, Jeremy Grantham says, and investors would be wise to make sure they are exposed to them — though not through futures…
Rogers: Let Greece Fail
Commodities guru Jim Rogers says that Europe should let Greece default on its debt, and that the U.S. Federal Reserve needs to stop printing money, or else risk creating another…
The Danger of The Greece/Lehman Comparisons
While many are worrying that a Greece debt default will rock the stock market and financial world the way the Lehman Brothers collapse did in 2008, Mark Hulbert says there…
Nygren, Herro Get Contrarian
While the rest of the investment world seems to be shunning Japanese stocks and large-cap stocks, two top fund managers — Oakmark’s David Herro and Bill Nygren — say that’s…
Arnott: Look to Alternative Investments to Battle Inflation
Saying that a “3-D Hurricane” — debt, deficits, and demographics — is lingering on the horizon for the U.S., Rob Arnott is taking several steps to prepare his portfolio for…
Guru Strategy Rating Changes: Nike Rising, Microsoft Falling
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…
Siegel: Market Still Cheap -- Very Cheap
Wharton Professor and author Jeremy Siegel says stocks are more attractively priced than they’ve ever been during ultra-low interest rate periods, and says investors looking for yield should turn to…
Akre: Focus on Pricing Power
Top value fund manager Chuck Akre says that amid an uncertain economic environment and with inflation looming as a possible issue, companies with pricing power are attractive investments. “At the…