The 10-Year P/E & Portfolio Strategy
In a recent piece for Advisor Perspectives, Keith C. Goddard, CFA, presents some intriguing data on how investors might use the 10-year “Shiller” P/E ratio to adjust their exposure to…
Tilson & Heins on How the Mighty Fall
At the heart of good stocks are good companies, and in their latest Kiplinger’s column Whitney Tilson and John Heins offer their perspective on what causes some companies to falter.…
Biggs Still Bullish
Top hedge fund manager Barton Biggs, who called the rally last year when many were shunning the market, remains high on stocks. “I’m bullish,” Biggs recently told Bloomberg Television. “Earnings…
Rogers on Greece, and the Euro
Commodities guru Jim Rogers says that he’s not buying equities after the big recent global run-up in stock prices. Rogers also tells Bloomberg that he thinks it would be good…
Job Watcher: Employment Picture on Verge of Changing
The lack of job growth in the U.S. appears to have been a big factor keeping many on the sidelines during the market’s big rally over the past year. But…
Guru Strategy Rating Changes: Exxon on the Rise
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…
Gross Talks Deleveraging, Deficits, and the New Normal
In Consuelo Mack’s latest WealthTrack interview, PIMCO’s Bill Gross talks about the “New Normal” he envisions for the economy and investing world. Gross says that deleveraging and the need for…
Berkowitz High on Citi, AIG
Top fund manager Bruce Berkowitz is once again showing his go-against-the-crowd streak, recently snatching up shares of two of the financial crisis’ biggest whipping boys, Citigroup and AIG. In an…