…delayed rather than avoided. “Historians would notice that all major equity bubbles (like those in the U.S. in 1929 and 1965 and in Japan in 1989) broke way below trend…
Search Results for: low-volatility funds
Tilson On Financials, And The Importance Of Discipline
…back then, he says. Tilson also talks about why he thinks many investors continue to buy long-term Treasury bonds despite historically low yields, and why he thinks investors are better…
Grantham, Doll Offer Different Takes On Margins
…record high levels. And, he doesn’t see either of those trends abating. Sluggish job growth and low interest rates mean that an increase in costs isn’t a threat right now….
Keeping Confirmation Bias at Bay
…out neatly on message boards” in today’s world, citing two studies that have shown that when faced with higher stock volatility, investors are more likely to seek out those who…
Mobius Not Worried about Europe; High on Commodities
…continue to pump money into the system and interest rates are low.” Mobius said he sees the global economy “puttering along” despite Europe’s troubles. “We have not been very, very…
Top U.K. Manager Sees Trouble for Economy, But Not for Stocks
…will offer good opportunities despite the economic turmoil. ‘The backdrop is very difficult and there’s huge volatility, but through that volatility the predictable, high-quality, undervalued assets in which we have…
Fisher's Price/Sales Approach Still Crushing Market
…averaged annual returns of 11.7% since its July 2003 inception vs. 2.5% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from…
An Unlikely Tech Stock Fan
…Internet bubble of the late 1990s, tells BusinessWeek in reference to two of his funds’ biggest holdings, Microsoft and Cisco Systems. Yacktman keys on firms with strong, predictable cash flows,…
Sonders on the "Real Mortgage Rate"
While many news outlets and pundits have been reporting on how historically low mortgage rates could spur housing demand, Charles Schwab’s Liz Ann Sonders says that they’re missing a big…
Einhorn Likes Gold Miners, CBS, GM
…had a broad decline with a lot of volatility, our conservatively positioned portfolio essentially went sideways with much lower volatility. Generally, our longs fell a bit more than the market,…