Wharton Prof Duel: Siegel vs. Stambaugh

Several weeks back we highlighted a new study that found stocks are actually more risky in the long run than they are in the short run. Today in an interview posted on the University of Pennsylvania’s Knowledge@Wharton web site, two Wharton School professors — Robert Stambaugh, one of that study’s co-authors, and Jeremy Siegel — […]

Yardeni’s 12 Reasons for Optimism

Yes, the news this morning is filled with swine flu and a bigger-than-expected first-quarter GDP drop, but Ed Yardeni of Yardeni Research — who has a pretty good track record of economic forecasting, including his solid calls on the last recession recovery in 2003 — is offering several reasons for economic optimism. (A tip of […]

Tilson, Heins, and Recency Bias

How did so many investors and analysts fail to recognize the looming economic and stock market crises in recent years? In their latest Forbes column, Whitney Tilson and John Heins say that “recency bias” is a big reason — and a major challenge facing all investors. “One of the more insidious investor biases is a […]

Barron’s Top Advisors

Barron’s has unveiled its annual “Top 100 Financial Advisors” feature, with the new #1 being Gregory Vaughan of Morgan Stanley in Menlo Park, California — and the theme of the article being how these advisors are rethinking their approaches given the recent market meltdown. The top advisors “are giving diversification a thorough rethinking,” Barron’s Suzanne […]

Biggs vs. Mauldin: Will The Rally Hold?

The big question in the market these days is, of course, whether the current rally is really the start of a new bull run, or if it is another bear market head fake. And two interesting, differing takes on the topic come from top strategists Barton Biggs and John Mauldin. In a recent CNBC interview, […]

Risk and Asset Allocation

In a piece written for Forbes’ Intelligent Investing section, David Serchuk today offers some interesting data on risk and portfolio management. One point made by several of those Serchuk interviewed is that asset allocation is a crucial, and often overlooked, key to managing risk. “The macro-picture here is that asset allocation remains an easy way […]

S&P’s Stovall: Retest in the Works

Sam Stovall, Standard & Poor’s chief investment strategist, offered some interesting data on whether this rally is for real in an interview with CNBC today. Stovall — who said back in March that the S&P 500 could rally 22 percent over the short term based on historical trends — says the market is due for […]