Bogle Distrusts Corporate Earnings

Legendary Vanguard Founder Jack Bogle says that the stock market’s gains over the past decade look reasonable — if you trust the accuracy of corporate earnings. And he doesn’t appear to.

Continue reading

Five Fixed Income Misconceptions

In a recent piece for Forbes, top bond fund manager Bonnie Baha of DoubleLine offers five common — and dangerous — misconceptions about the fixed income market.

Continue reading

What You Don’t Know About Small Caps

Small-cap stocks have taken a pounding in recent months, but Francis Gannon of Royce Funds recently offered some intriguing data indicating that fundamental-focused investors would be wise not to quit on smaller stocks.

Continue reading

Trahan On Why Small Caps Have Lagged — And Why They’re Going To Take Off

Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.

Continue reading

The Case For Small Caps

In his latest column for Seeking Alpha, Validea CEO John Reese lays out his case for not ditching small caps despite their weak recent performance.

Continue reading

Take It From The Gurus: Boring Is Beautiful

In a recent article for Canada’s Globe and Mail, Validea CEO John Reese says that when it comes to investing, boring is beautiful.

Continue reading

Why Buffett Likes Banks

While they may be known more for investing in insurance companies and firms that make and sell simple consumer goods, Warren Buffett and Berkshire Hathaway are also quite fond of bank stocks these days. In fact, if combined into one company, Berkshire’s bank investments would represent a $50 billion-market-cap bank — the eighth-largest in the US. And in a recent piece for CNBC, Tim Mullaney says that Buffett’s big bank position shows a good deal about his investment philosophy.

Continue reading