Donald Yacktman, whose mutual funds have some of the strongest long-term track records around, says companies with good pricing power can be better inflation hedges than gold. Yacktman tells Bloomberg…
Search Results for: low-volatility funds
Hussman "Cautiously Pessimistic"
Hussman Funds’ John Hussman says he’s fully hedging his Strategic Growth Fund, seeing the recent market weakness as a “natural (though unpredictable in timing) clearing of the previously overextended market…
The Best Investment Guru You've Never Heard Of
…low price/earnings ratio investors like John Neff used a variety of tests to make sure low P/E stocks weren’t rightfully being overlooked because of poor financials, Piotroski sought to separate…
"Random Walk" Author Malkiel: Keep It Simple
…crisis and market meltdown. In an interview with CBS MoneyWatch, Malkiel talks about why the past decade has actually reinforced his belief that a portfolio of diversified stock index funds,…
Grantham Says Market Overpriced, But Likely to Rise
…when rates are low, so moving in desperation away from low rates into substantially overpriced equities always ends badly.” Grantham remains high on high-quality stocks. He says he’s very slightly…
Soros: China Overheating; Gold the "Ultimate Bubble"
…low interest rates around the globe are creating an environment in which new bubbles have formed, according to the Telegraph of London. “When interest rates are low we have conditions…
Arnott on Why the 2000s Didn't Have to Be a "Lost Decade"
…mean that the 2000s were a lost decade for investors. According to Arnott, investors who truly used proper diversification and bought stocks using fundamental-weighted index funds actually could’ve posted returns…
Barron's Roundtable: Gabelli, Zulauf Weigh In
…Felix Zulauf. Here’s a summary of what Gabelli and Zulauf had to say about the big picture and investment strategy. (We’ll follow up with summaries of the next two Roundtable…
What Works in Year Two of a Bull?
…year following severe bear markets, O’Shaughnessy writes, low-momentum stocks crush high-momentum stocks — just as we’ve seen in the junk rally that started last March. “During the nearly nine months…
What an Inefficient Market Means for Investors
…market “remains close to invincible,” and that most investors are best off sticking with index funds. One reason: hindsight bias. Zweig notes that it may seem obvious today that Bank…