…seen the low for the year and maybe the low for this cycle. … I’m no expert, but as far as I can tell the economy is leveling off right…
Search Results for: low-volatility funds
Yale's Swensen on Asset Allocation -- and Why to Avoid Mutual Funds
…found that you’d have had a 15% chance of beating market after fees and taxes by investing in mutual funds — and that includes only funds that were around for…
Fisher, Others See Big Value in Russia
…holding in BlackRock’s emerging-market funds, Monovski said. Russia definitely presents potential problems — corruption, a lack of transparency, tensions with former USSR republics. But the low valuations and rebound in…
Top Timing Newsletters All Bullish
…domestic equity exposure of 91%. The newsletters include: The Blue Chip Investor: It says that stocks are in the “Very Undervalued” category, the lowest valuation level in the past three…
Is This Crisis Really a "White Swan"?
…“Volatility has indeed been higher historically, so today’s situation is not unprecedented,” Montier writes. “Furthermore, in the 1930s, not only was volatility higher, it remained higher. … Nor is the…
Munger on Success, Economists, and Why the Feds Got Lehman Right
…going to be saved. You have to allow some failure. We don’t need all our bright engineers going into derivative trading and hedge funds and so on. We need some…
Lynch Pupil Makes Major Bank Move
FBR Funds Chief Investment Officer David Ellison, who avoided much of the financial sector meltdown, has been buying up bank shares lately — and a big reason, he says, involves…
The Real Question
…bonds, part of why, as value guru Jeremy Grantham recently noted, “high inflation rates typically come with lower than average P/Es and vice versa”. Today, interest rates are exceptionally low,…
Opposing Views from Two Top Market-Timers
…is Gray Emerson Cardiff of the Sound Advice investment newsletter, according to Peter Brimelow of MarketWatch. The newsletter has averaged a 7.16% annual return over the past decade while the…
Why Those 1982 Valuations Might Never Come
…10-year P/E ratio and Tobin’s Q have been low compared to historical standards, they haven’t gotten as low as they have in other past downturns. That, some say, means the…