Yale endowment guru David Swensen says investors should either be totally active or totally passive in managing their money. “There are two sensible approaches to investing — either 100 percent active or 100 percent passive,” Swensen said at the John C. Bogle Legacy Forum hosted by Bloomberg Link, according to Bloomberg. Unless an investor has […]
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Archive | January, 2012
Greenblatt: Less Is More In Portfolio Management
January 31, 2012 
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The more you try to do with your portfolio, the worse your returns will often be, according to hedge fund guru Joel Greenblatt. In a column for Morningstar.com, Greenblatt explains why investors who tried to implement his “magic formula” investing plan by themselves have fared worse than those who have asked for the plan to […]
Read moreGuru Strategy Ratings: Scripps Rising, Gannett Falling
January 31, 2012 0 Comments
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.
Read moreAdvice from the Best — In 10 Words or Less
January 27, 2012 0 Comments
Could you distill your investment philosophy into 10 words or less? In his latest post for The Wall Street Journal’s Total Return blog, Jason Zweig poses that question to some of the world’s most successful investors. Zweig says that when someone recently asked him the question, he “laughed and said, ‘Of course not!’ But right afterward, […]
Read moreDreman Likes U.S. & Canadian Markets
January 27, 2012 1 Comment
Contrarian guru David Dreman says he’s finding the biggest investing opportunities right now in North American stocks. Dreman tells Canada’s Globe and Mail that over the long term — the past 25 years — the S&P 500 has basically been in a dead heat with more glamorous foreign markets. And, he adds, “There isn’t a […]
Read moreWien Sees Oil Prices Falling, S&P Rising in 2012
January 27, 2012 0 Comments
Blackstone’s Byron Wien has released his annual list of “surprises” for the coming year, and among the predictions are a decline in oil prices to the $85 range, the housing market hitting bottom, and the S&P 500 hitting 1,400. He tells Yahoo! Finance’s Daily Ticker that the oil prediction is based on a few factors, […]
Read moreMobius Sees Soft Landing For China, Increasing Role For Renminbi
January 26, 2012 0 Comments
Emerging markets guru Mark Mobius says he sees a soft landing for China, and thinks it is “very possible” that the country’s renminbi will become one of the world’s reserve currencies by 2020. “The high-growth economies of China and other emerging Asian and Latin American countries lost some momentum as 2011 wore on, but to […]
Read moreSonders Says Bottom “Largely In” for Housing
January 25, 2012 0 Comments
Charles Schwab’s Liz Ann Sonders has made some very prescient calls on the economy and housing in recent years, and now she says that the much-maligned housing market may have finally hit bottom. “It’s time for a fresh look at housing. My conviction level does not match that in 2006, but I do think the […]
Read moreGuru Strategy Rating Changes: Apple Rising, J&J Falling
January 25, 2012 0 Comments
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.
Read moreTop Forecaster: Market Fundamentals Best in 20 Years
January 24, 2012 3 Comments
Top forecaster Norman Fosback says “the market’s fundamental position has evolved to the most favorable alignment in 20 years,” and sees big gains for stocks over the next year and the next five years. Fosback, who served as head of the Institute for Econometric Research for three decades, has a “long and eminent a record”, […]
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