…six months, Bloomberg reports. Fisher isn’t keen on talk of a new round of quantitative easing, a program expected to be in the $500 billion range. “Something on the low…
Search Results for: low-volatility funds
Oberweis: Small Caps Ready to Roll
…the end of recessions,” Oberweis says. “That’s when risk aversion remains high, valuations remain low, but business conditions are beginning to improve. That’s the scene investors live in currently.” Oberweis…
Sonders: Pessimism Is Biggest Enemy
…which growth is moving along at just the right speed. “I frankly am happy that that we have a slow pace of growth right now, because it’s driven less by…
Leuthold Bullish for Now, But Fears Deficit Problems
…because of the looming U.S. budget deficit, which he calls a “giant gorilla in the room”. Leuthold says he has about 60% exposure to equities in his funds and close…
Hussman on Why QE2 Misses the Point
…is presumably designed to lower long-term interest rates and drive real interest rates into negative territory, which would theoretically stimulate loan demand; and to increase the supply of reserves that…
Rogers on How to Profit from the Takeover Takeoff
…takeover wave is being spurred by high levels of cash on corporate balance sheets, and extremely low interest rates that allow companies to borrow money for dealmaking very cheaply, Rogers…
The Greenblatt Approach: How Simplicity and Common Sense Beat the Market
…which has averaged returns of about 8% per year since its inception while the broader market has been in the red. Below is an excerpt from today’s newsletter, along with…
Nygren: Equity Returns Likely to "Dominate" Fixed Income Returns
…on income statements and not enough on balance sheets and cash flow statements. Today, he says, it’s become a market-wide issue. “Many investors are projecting slow or no growth for…
Sentiment Levels Bode Well for Stocks, Hulbert Says
…current low level is quite surprising — and bullish.” With the average short-term timer having three-quarters of their stock portfolio in cash, there’s a lot of dry powder waiting on…
Herro: "Exceptional Time" to Focus on High Quality
…returns, have good management, have sound capital allocation, and have good free cash flow streams. He seeks to get their shares at low prices — and says “it’s very, very…