Swensen on The Active/Passive Debate

Yale endowment guru David Swensen says investors should either be totally active or totally passive in managing their money. “There are two sensible approaches to investing — either 100 percent active or 100 percent passive,” Swensen said at the John C. Bogle Legacy Forum hosted by Bloomberg Link, according to Bloomberg. Unless an investor has […]

Greenblatt: Less Is More In Portfolio Management

The more you try to do with your portfolio, the worse your returns will often be, according to hedge fund guru Joel Greenblatt. In a column for Morningstar.com, Greenblatt explains why investors who tried to implement his “magic formula” investing plan by themselves have fared worse than those who have asked for the plan to […]

Dreman Likes U.S. & Canadian Markets

Contrarian guru David Dreman says he’s finding the biggest investing opportunities right now in North American stocks. Dreman tells Canada’s Globe and Mail that over the long term — the past 25 years — the S&P 500 has basically been in a dead heat with more glamorous foreign markets. And, he adds, “There isn’t a […]

Wien Sees Oil Prices Falling, S&P Rising in 2012

Blackstone’s Byron Wien has released his annual list of “surprises” for the coming year, and among the predictions are a decline in oil prices to the $85 range, the housing market hitting bottom, and the S&P 500 hitting 1,400. He tells Yahoo! Finance’s Daily Ticker that the oil prediction is based on a few factors, […]

Sonders Says Bottom “Largely In” for Housing

Charles Schwab’s Liz Ann Sonders has made some very prescient calls on the economy and housing in recent years, and now she says that the much-maligned housing market may have finally hit bottom. “It’s time for a fresh look at housing. My conviction level does not match that in 2006, but I do think the […]

Top Forecaster: Market Fundamentals Best in 20 Years

Top forecaster Norman Fosback says “the market’s fundamental position has evolved to the most favorable alignment in 20 years,” and sees big gains for stocks over the next year and the next five years. Fosback, who served as head of the Institute for Econometric Research for three decades, has a “long and eminent a record”, […]

Shiller Sees Signs of Hope

Yale Economist Robert Shiller says a number of factors are keeping unemployment high, which, in turn, is keeping the economic recovery tepid. But, he seems optimistic about the U.S.’s longer-term prospects. “The question is: What have we lost?” Shiller asks in an interview with IndexUniverse. “We’ve lost some kind of mass-production industrial capability. But I’m […]