Fisher: Don’t Fear Deflation

Kenneth Fisher says to ignore those who are saying we are headed for a stock-crushing deflationary environment.

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What’s More Important: Fees & Taxes, Or Asset Allocation?

In his latest book, “Global Asset Allocation: A Survey Of The World’s Top Investment Strategies,” Meb Faber examined the asset-allocation approaches of several renowned investors. His findings indicate that you should be more concerned with fees and taxes than you should be with the specifics of your allocation.

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Here’s Why You Shouldn’t Overlook A Struggling Business

In an excellent recent interview with The Investors Podcast, quantitative guru Tobias Carlisle talks about the powerful force of mean reversion in the stock market and economy, and offers a number of insights about quantitative investment strategies.

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Fisher: Don’t Believe The “Currency War” Hype

With central banks around the globe making an array of moves to weaken or strengthen their currencies, talk of currency wars has risen. Kenneth Fisher says not to buy it.
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New Data Supports Fisher’s Old Approach

In a recent piece for Seeking Alpha, Thomas Pound looks at the stock-picking approach Kenneth Fisher laid out in his classic book Super Stocks, as well as Validea’s Fisher-inspired model — and the results are more proof that Fisher’s price/sales-based methodology has been extremely successful.

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Return of the Small-Caps?

Small stocks struggled mightily compared to larger stocks in 2014, but Wells Capital’s Jim Paulsen said that signs are pointing toward a small-cap bounce-back.

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The Two Most Important Pages Of Warren Buffett’s 50th Anniversary Shareholder Letter

Warren Buffett’s 50th anniversary letter to Berkshire Hathaway shareholders has now been analyzed by a myriad of pundits who have dissected just about every sentence of it. But, given that Buffett offers plenty of his trademark wisdom and wit in the 15-page communique, what are the most essential parts of the letter for investors? There’s plenty to pick from, but we think these two pages stand out.
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