Fund Manager Leuthold Says Outlook Good for Stocks—at Least in the First Half of 2010
Jan 05, 2010
First the good news: The S&P 500 should climb by about 19 percent or so from yesterday’s close, says mutual fund manager Steve Leuthold in his firm’s “Green Book” monthly research report, released this morning. Now the bad...
Brokers and Custodians: Time to Buy?
Brokers and Custodians: Time to Buy?
Jan 01, 2010
It's a battle for assets. Which firms to watch.
Which Is Best? Time in the Stock Market or Avoiding Biggest Losing Days?
Dec 28, 2009
In the past, advisors would advise their clients that to make money, it was best to have “time in the market” versus timing the market. But, the brutal bear market of 2008 prompted new research that shows it may be best to avoid big...
Overvalued Market?
Overvalued Market?
Nov 01, 2009
The 60-plus percent rally on the S&P 500 since the March lows has a lot of people wondering if it's still a decent time to buy.
Stocks For The Long Run Or Merely Buy And Hope?
Aug 01, 2009
The battle is on between buy and hold and tactical asset management
Ten to Watch: Meredity Whitney
Ten to Watch: Meredity Whitney
Aug 01, 2009
The Oracle
Baltic Dry Index Flying Again
Baltic Dry Index Flying Again
Jul 01, 2009
After collapsing 94 percent from its peak in June 2008, the Baltic Dry Index, which measures global daily prices for shipping raw materials, is up 427 percent year-to-date (through June 22). It still needs to climb another 189 percent in order to...
Editor's Letter: Fat Tails and MPT Hecklers
Jul 01, 2009
The central tenet of Modern Portfolio Theory is that diversification should maximize your portfolio's return at any given level of risk tolerance. Or, as David Swensen, the chief investment officer of Yale's endowment, puts it: Forget about...
Long Winter For Global Economy
Jul 01, 2009
So much for those green shoots, say two economic historians, Barry Eichengreen at the University of California at Berkley and Kevin O'Rourke of Trinity College, Dublin. Globally, we are tracking or doing even worse than the Great Depression...
Financials Rising From The Dead
Financials Rising From The Dead
Jul 01, 2009
Financials have not yet reclaimed the crown, but they are making a comeback, as measured by their weighting in the S&P 500. While technology is still the biggest sector, accounting for 18.4 percent of the S&P 500 index, the financial sector has...
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