by Lance Roberts of STA Wealth Management, Mean Reverting Profits Earlier this week I discussed the growing detachment between the stock market and the "real" underlying economy. One ...Read more Comments Off on Three Things to Think About
by Ben Carlson, A Wealth of Common Sense When asked what people would learn from the financial crisis, GMO’s Jeremy Grantham replied: In the short term a lot, ...Read more Comments Off on Enduring Lessons from the Financial Crisis
From Jeremy Grantham's GMO: We have been writing quite a bit about why asset allocation today is in one of the toughest investing environments we’ve ever encountered. And ...Read more Comments Off on GMO: "There Is No Safe Place To Hide"
by Charles Bilello, Pension Partners In December 2008, the Federal Reserve embarked upon the most expansionary monetary policy in U.S. history. In an unprecedented action, the Fed moved ...Read more Comments Off on Has the Fed Doomed Buy-and-Hold?
by Joshua Brown, The Reformed Broker “I think it is likely (better than 50/50) that all previous deal records will be broken in the next year or two.” ...Read more Comments Off on Jeremy Grantham Predicts Biggest Deal-Making Boom Ever
by Adam Butler, http://gestaltu.com Any analysis that relies on the past to offer guidance about the future makes the strong assumption that the future will in fact resemble ...Read more Comments Off on Valuation Based Equity Market Forecasts: Q2 2014
by Charles Bilello, Pension Partners Market Cap. There continues to be an uncanny relationship between a company’s market capitalization and year-to-date returns. The largest 500 stocks in the ...Read more Comments Off on The Single Best Predictor of Equity Returns in 2014?
Should We Fear Market Divergences? by Jeff Miller, A Dash of Insight The latest bearish meme is the focus on market divergences. The idea is that a "healthy" ...Read more Comments Off on Jeff Miller: Should We Fear Market Divergences?
by John Hussman, Hussman Funds “Observation over many years has taught us that the chief losses to investors come from the purchase of low-quality securities at times of ...Read more Comments Off on "Cahm Viss Me Eef You Vahn to Live"