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John Hussman: Earning more by setting aside less
The fraud charges brought against Goldman Sachs by the SEC may or may not provide a catalyst for market weakness, but significant risk is already baked into observable market conditions.
Jeremy Grantham: Risky stocks have been driven to ‘extreme overpricing’
The following is an excerpt from the quarterly newsletter of Jeremy Grantham, Chairman of the Board of Grantham Mayo Van Otterloo LLC. To read the full newsletter, please click here.
<b>Growth or value:</b> Five stocks that give you both
Growth and value investors think of themselves as proud rivals, writes John Dorfman, chairman of Thunderstorm Capital. But the best stocks usually are ones that show characteristics of both styles.
David Kelly on the week ahead: Fundamentals and a wall of worry
The last seven weeks have seen a significant correction in the stock market, along with a surge in stock market volatility.
Raymond James’ Jeffrey D. Saut: The get-rich-quick theory of life
Clearly it has been a “rough ride” for the equity markets since their parabolic peak of April 26th.
Raymond James’ Jeffrey D. Saut: The call of the week
The call for the week: I continue to attempt to “keep” the profits accrued since the March 2009 bottom.
John Hussman: The stock market has an ‘unpleasant skew’
With stock market conditions characterized by strenuous overbought conditions, strenuous overvaluation, overbullish sentiment and hostile yield trends, a few features of the present market environment are worth noting.
‘Worst should be behind us,’ says BlackRock’s Doll
Financial market volatility has increased over the past several weeks amid growing investor concern over happenings in Europe, the prospect of increased financial market regulation in the United States and, more generally, worry that the economic recovery has hit a rough patch.
Jeremy Grantham: Playing with fire (a possible race to the old highs)
It's spring, and this spring a young man's fancy lightly turns to thoughts of speculation. The Fed's promises look good and, as long as you're not a small business, you can borrow to invest or speculate at no cost.
BlackRock’s Bob Doll: Uncertainty levels will keep market volatility high
Market volatility remained high last week, with stocks sinking early before rebounding on Thursday.
Rob Arnott: When stocks become too big to succeed
Does our tendency to punish our winners hurt their investors? Yes. In fact, we find the leader in any sector underperforms the average stock in its own sector by 3.5% in the next year ... and the next year … and the next year.
Dr. Bob: Key themes for 2011
Of all of the 52 weekly market commentaries I do each year, this one's always the most exciting for me. I've been doing these top 10 investment themes off and on for the past 18 years, and this marks my second top 10 commentary with The Hartford.
Jeremy Siegel tells advisers: Markets still have ‘extraordinary’ potential
Despite the huge equity market rally since the March 2009 lows, U.S. stocks remain undervalued relative to long-term trends, according to Jeremy Siegel.
Pimco’s El-Erian: The unintended consequences of a $1T bailout
The beneficial impact of last weekend's $1 trillion “shock and awe” intervention by Europe to save Greece and safeguard the euro is fading – even more quickly than officials had feared.
J.P. Morgan Funds’ David Kelly: Expect a solid – but not spectacular – economic recovery
The economic numbers due out this week will be important in narrowing estimates of current economic momentum.
Pimco’s Bill Gross: Dismiss bond ratings
A monthly commentary written by Bill Gross, managing director and co-chief investment officer at Pacific Investment Management Co. LLC.
Pimco’s Bill Gross: Winning a different ‘horse’ race
Our “horse” required more and more money every year in order to feed asset appreciation, its eventual securitization and the borrowing that both promoted.
BlackRock’s Bob Doll: Outlook for equity markets remains uncertain
Stocks continued to face high levels of volatility last week as a strong rebound in prices early on gave way to renewed weakness by week's end.
Raymond James’ Jeffrey D. Saut: The game of risk
The following is an investment strategy column by Jeffrey D. Saut, managing director at Raymond James & Associates Inc.
BlackRock’s Bob Doll: Investors will continue to approach markets with caution
Stocks were driven sharply lower late last week, with markets moving into nearpanic mode in the face of the escalating sovereign credit crisis and a lack of clear response on the part of European policymakers.
