While the market keeps rising, hedge fund guru Seth Klarman isn’t getting too comfortable.
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.
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.
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.
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.
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.
Don’t count Ken Fisher among those who think oil’s big decline portends economic doom.