Contrarian investing is a key approach to earning superior returns. Most often considered appropriate for a value approach, “contrarian” aids all successful investors and investment managers, regardless of their particular style. I have written about contrarian investing and its importance in past articles (e.g., see the four-part series beginning with “It’s Time To Be... »
You’re traveling to an important destination, so you get both your computer-mapped route and your GPS directions. The problem is, they’re widely different. Now, what? Well, you get a third opinion that can be trusted. The same goes for inflation expectations… »
Last fall, I wrote “No, You Haven’t Missed Out,” explaining that, in spite of the market’s 50% run-up, US stocks remained attractively valued. Here is how I concluded that article: … it’s not too late. The 50% gain, while large, was off a very low base. We are not yet back to normal valuations,... »
I have been writing for some time about economic improvements and attractive US stock valuations being bullish. Today, I want to shift gears and take a look at the bearish case – six reasons that bears dismiss the economy’s health and stock valuations. And why they view the economy and stock market as being... »
Good Friday was bad for bonds. In spite of the yearlong demand flow by investors, fundamentals keep chipping away at bond prices. Here is what’s wrong with bonds and why you should consider avoiding them… »
The Wall Street Journal took another step closer to calling this stock market a bull market. To me, “Equities in a Parallel Universe” (Heard on the Street, by Richard Barley, March 31) is their most bullish article yet, continuing their conversion. »
