…US economy’s performance should be leading to higher interest rates, some technical factors are keeping rates low. For example, she says that while the Federal Reserve is cutting back on…
Search Results for: low-volatility funds
Fisher On The Impact Of War On Markets
…never ended a bull market. “They’ve brought volatility — normal as fear builds as conflict nears — but it usually fades fast,” he says. “Sometimes conflict is avoided at the…
Gundlach: Watch Out for 2020
…draining social security and healthcare funds; aging populations in China and other emerging markets; and — here’s the biggie — more quantitative easing. Sign up for The Guru Investor’s FREE…
What Will Buffett Do With All That Cash?
…writes. “But if you know anything about Buffett, you also know that he is exceptionally patient and likes to strike when prices are low and fear is rampant, neither of…
Dreman: Don't Let The Fed Keep You Down
Contrarian guru David Dreman says the Federal Reserve has been playing a dangerous, unsuccessful game by keeping interest rates so low for so long. But he says there are ways…
Trennart: It's All About Inflation
Jason Trennart of Strategas Research Partners says there is no good alternative to stocks in today’s low-rate world, and he thinks it’ll remain that way until inflation really starts to…
Hawkins & Cates: M&A Limiting Value Opportunities
…optimistic on equities for the long term. In their Longleaf Partners quarterly letter, Hawkins and Cates say the long-running bull market, low volatility, heightened activism, and investor complacency have all…
Nygren: This Is Why Investors (Mistakenly) Think Valuations Are Dangerous
…Secondly, Nygren says, “Many of the stocks that now have low P/Es on expected earnings are financials, and after their role in the crisis, many investors, including many value investors,…
Sonders: There's a Bubble Alright ... in Bubble Talk
…she says we are not at an extreme. Sonders also talks about the VIX, explaining why she thinks that it may not be the best gauge of market volatility anymore….
Think Like a Contrarian with the Dreman Strategy
…than 2); pre-tax profit margins (which should be at least 8 percent), and the debt/equity ratio (which should be below the industry average, or below 20 percent). By using those…