Bloomberg interviewed Steve Leuthold this morning and the legendary investor had some interesting insights into how 2009 will play out. He has turned even more bullish now given the level of fear among investors. Oh, and he also thinks the S&P 500 will close at least above 1,000 in 2009, a 40%+ return [...]
Recently finance professor Itay Goldstein[Wharton], Qi Chen [Duke University's Fuqua School of Business], and Wei Jiang [Graduate School of Business at Columbia University] autored a study on the impact of large outflows from mutual funds and how the underlying investors are impacted.
The authors believe that there are four underlying factors that will determine if mutual [...]
Marketwatch has an interesting arcticle about 4 of the more contrarian investment managers around and their take on the current market environment: Jeremy Grantham (GMO), Bob Rodriguez (FPA Capital and FPA New Income), John Hussman (Hussman funds), and Steve Leuthold (Leuthold Funds)
I make it a point to always read Jeremy Granthams investment newsletters even though [...]
I’m always looking for those inefficient and under-followed areas of the market for places and things to invest in.  In the past its been timber and commodities, but now I’ve got a new one. It’s not that new to many people but it is definitely not something that many people are investing in…yet.
I’ve long been [...]
It’s no secret that I’m a fan of timber investing. I’ve been looking for awhile on how to get timber exposure into my portfolio. First I bought some Plum Creek Timber, but that didn’t work out so well.Â
I’ve even contemplated the new Timber ETF, but that has the same problems that Plum Creek has.  It’s just [...]
I meant to write a followup to my original post about timber investing but somehow never got around to it. Well I now have a reason (but you will have to wait a little bit) for writing more.Â
How do I invest in Timber?
Well this is really the hard part. While I would argue that for most portfolios (other than [...]
That feels so good to say. I’ve tried to be a more growth and value manager for some time but it just never fit.  Its not that I’m anti-growth or anything like that. Its just that its not my presonality.
I started running money back around the market peak of 2000 and let me tell you it was not fun there [...]
Recent Comments