Barry Ritholtz of FusionIQ and The Big Picture blog has been moving back into stocks, and says a “Don’t Fight The Fed” viewpoint is a big factor in his moves….
Search Results for: factor
After 20 Years of Beating Market, Danoff Talks Strategy
…has been a factor in his success. “I’ve been able to see more stories, more industries,’’ he says. “I’ve never had to own something because it was in my [fund’s]…
The Double-Barreled O'Shaughnessy Approach
…position weren’t enough to make a value stock attractive for O’Shaughnessy, however. Another key factor that was a great predictor of a stock’s future, he found, was cash flow. My…
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
…prices, which seems quite likely, the downward pressure on prices from weak wages and weak demand seems to me now to be much the larger factor,” Grantham writes in his…
The "Last Optimist Standing"
…that factors like innovation and productivity will spur the country’s growth. According to Wharton’s web site, Siegel said that Congress “has voted the most generous unemployment benefits, by a factor…
Lynch-Inspired Model Far Outpacing Market
…(BTH) Universal American Corporation (UAM) The Stomach’s The Key While it’s not a quantitative factor, there is another part of Lynch’s strategy that was a critical part of his success:…
Reese: Growth & Value Not an Either/Or
…value aren’t polar opposites; instead, the rate at which a company is growing is just one factor involved in determining the true value of a stock. A company can be…
Biggs Sees Tech Sector Leading Next Push Upward
…there are so many bears out there. Biggs also gives his take on the European debt crisis, saying that the currency devaluation there could be a major bullish factor. [youtube=http://www.youtube.com/watch?v=fzgOLZdGmQ8]…
Dreman on Inflation, and Why He Likes the U.S. over Foreign Markets
…at free trade issues and take steps to create more fair trade, which would help U.S. growth. “I think this will be a major political factor in the next five…
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…