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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Great Pages: David Dreman On Resiliency

Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our investment philosophy. Today, we look at a page in David Dreman’s classic “Contrarian Investment Strategies”, in which Dreman shows that the stock market is far more resilient than many give it credit for — which has tremendous implications for how to invest when crises occur.

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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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Reese on the Active vs. Passive Debate

In a recent interview with TheStreet.com’s Jill Malandrino, Validea CEO John Reese talked about his guru-inspired investing approach, and offered his take on the active vs. passive debate.

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Is It A Bond Bubble? Shiller Weighs In

Nobel Prize-winning economist Robert Shiller — who called both the technology bubble and the housing bubble — says the bond market is not currently fitting the traditional definition of a bubble. But he says that long-term bonds are a risky choice right now.

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Fisher: Don’t Fear Oil’s Plunge

Don’t count Ken Fisher among those who think oil’s big decline portends economic doom.

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