Displaying 157 results
New book details how financial pros manage their own money
A collection of essays from Josh Brown and other top investors proves there are many ways to invest
Pimco’s war cry: ‘Long live the new neutral’
The war against inflation initiated by Paul Volcker in 1979 is over, done, finished; we won some 15 years ago.
John Hussman: The risk of a ‘blindside recession’
Over the past few weeks, investors used to setting their economic expectations based on a "stream of anecdotes" approach have seen their economic views evolve.
Bill Gross: Life-and-death proposition
Pimco chief explains how most short to intermediate Treasury yields are 'dangerously close to the zero bound,' which implies limited potential room, if any, for price appreciation.
Bill Gross: Prepare for the ‘para’-normal
How many ways can you say “it's different this time?”
Bill Gross: Euroland’s ‘dysfunctional’ family feud
A 12-year-old coffee mug has a permanent place on the right corner of my office desk. Given to me by an Allianz executive to commemorate PIMCO's marriage in 1999, it reads: “You can always tell a German but you can't tell him much.”
John Hussman: Nearly every asset class set for ‘miserably low’ returns
miserably low long-term returns.
Jeremy Grantham: ‘No market for young men’
Jeremy Grantham, the GMO chief investment officer, on what would would happen if markets 'over-correct' like they have after other sizable equity bubbles.
Always-cheery Grantham says corporate profits are doomed
Bearish stock-picker Jeremy Grantham believes corporate margins are freakishly high. The legendary bubble-spotter believes those margins will soon revert to the mean. Meaning? 'A lot of profit disappointment is coming our way.'
Bill Gross: Prepare for ‘disharmony’
In many ways the global economic crisis is like a marriage gone bad.
Jeremy Grantham: What to buy
For those with a long horizon, I am sure well-managed forestry and farmland will outperform the average of all global assets.
Jeremy Grantham: A hierarchy of problems
With hindsight, there are a few additions and qualifications I would like to make regarding my letter on resources of last quarter. I will start with an overview of the prospects for our collective well-being: there is nothing about the resource limitation problem that we cannot resolve. We have the brain power and, especially, the inventiveness.
LPL’s Jeffrey Kleintop: A recession of worry
In contrast to last week's market performance, the U.S. economic data released was generally solid. Shipping traffic, business lending, mortgage applications, industrial production, retail sales, initial jobless claims, corporate earnings reports, and the consumer price index all came in with solid growth readings. Notably, even the Index of Leading Economic Indicators (LEI) posted a solid and better-than-expected 0.5 gain and marking the third straight month of re-acceleration in the year-over-year growth of the LEI.
John Hussman: Inside a ‘surface’ recovery
On the surface, the U.S. economy is gradually recovering
Peter Schiff: The rise of the barter economy
Imagine a day when you go to buy a quart of milk, ask the price, and the cashier says, "that'll be a tenth ounce silver." As the US dollar's decline accelerates, several efforts around the country are trying to make this vision a reality.
Peter Schiff: Why it’s time to dump most U.S. stocks
Stocks are widely believed to provide inflation protection since factories, equipment and inventories rise in value as prices…
Jeremy Grantham: One of the ‘greatest inflection points’ in economic history
The legendary investor warns that the world is now a more constrained place -- a place where prices of raw materials will rise and shortages will be commonplace
Shake-up in the bid to succeed Warren Buffett
Berkshire Hathaway Inc.'s Gregory Abel, considered a candidate to succeed Chief Executive Officer Warren Buffett, got a promotion and the prospect of greater visibility with the resignation of his mentor, David Sokol.
Neuberger Berman: 10 key themes for the next 10 months
After the financial markets see-sawed through several distinct phases for much of 2010, investors gradually regained confidence late in the year and stocks rallied as mixed economic indicators became more positive.
Mark Mobius: Emerging markets investments that will benefit from the World Cup
I'm sure a number of you have been keenly following the World Cup matches as they play out across South Africa.
