Risk and Asset Allocation
In a piece written for Forbes’ Intelligent Investing section, David Serchuk today offers some interesting data on risk and portfolio management. One point made by several of those Serchuk interviewed…
S&P's Stovall: Retest in the Works
Sam Stovall, Standard & Poor’s chief investment strategist, offered some interesting data on whether this rally is for real in an interview with CNBC today. Stovall — who said back…
After Successful Short Plays in '08, Leuthold Now Bullish on U.S. Stocks
Another top strategist who made a bundle by shorting stocks in 2008 is now predicting big gains for U.S. equities in the near future. Steve Leuthold, manager of the Grizzly…
Forester Sounding Bullish
Tom Forester — whose Forester Value Fund was the lone stock fund to make money in 2008 — tells MarketWatch that he’s now only holding a small portion of his…
A History of Resilience
The economic news has offered some rays of hope in the past few weeks — surprisingly good bank earnings, unemployment declines, improved capital-raising conditions for corporations — and the markets…
Rogers: Diversification "A Scam"
Commodities guru Jim Rogers offers his take on the current state of the economy and stock market in an interview with BusinessWeek, saying that diversification is “a scam”, that the…
Market Opportunities, but Long U.S. Economic Recovery, Strategists Say
Three top market strategists — Francois Trahan of ISI Group, Dennis Stattman of the Blackrock Global Allocation Fund, and John Dorfman of Thunderstorm Capital — had some encouraging views on…
"Fair Value": The GMO Perspective
The big question on many investors’ minds lately has been whether the recent market plunge has caused stocks to be undervalued — and, if so, how much more undervalued they…