Klarman: Prepare Now For When Times Get Tough

While the market keeps rising, hedge fund guru Seth Klarman isn’t getting too comfortable.

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Eveillard On Graham, Buffett, And Why Value Investing Isn’t Just A Bottom-Up Approach Anymore

In a recent WealthTrack interview, legendary value investor Jean-Marie Eveillard talked about the difference between Benjamin Graham’s and Warren Buffett’s value philosophies, and explained where his own approach falls on the value spectrum.

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Paulsen: Wall Of Worry Weakened

Wells Capital’s Jim Paulsen says he thinks the market might climb some more, but then come back down amid headwinds that include high valuations and interest rate increases.

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Schwab, Sonders On The Shifting Market Story

For years, the US economy pushed ahead at a tepid pace, quantitative easing reigned, and US stocks lacked competition from other assets. But now that story is changing, says Charles Schwab’s Liz Ann Sonders.

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Fisher On Technology’s Bullish Laws

In his latest Forbes column, Kenneth Fisher looks at some technology “laws” that he says will continue to increase productivity and boost the economy.

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Why Not To Give Up On Small Caps

Last year, small-cap stocks lagged large stocks by the widest margin since 1998, but newsletter guru Jim Oberweis says not to quit on the little guys.

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Grantham & Inker on Oil and Stocks

In GMO’s fourth-quarter letter, Ben Inker says the firm is finding better opportunities abroad than in the US, and Jeremy Grantham offers his thoughts on what’s going on with oil prices — and where they are headed.
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