Bill Gross’ One Big Idea: Things Are Better Than You Think, Investor
Viewed through the lens of a "real" fed funds rate of 0%, the markets aren’t so bubbly, the PIMCO bond king says.
Is the Market Efficient? Cliff Asness Says Yes, and No
At Morningstar, AQR Capital’s leader presents Fama and Shiller’s arguments and says he has “learned to live with my schizophrenia.”
How Advisors Can Make Better Investing Decisions
Financial professionals, as well as clients, can benefit from these rules.
‘No Easy Way to Win’ in Today’s Market: Shiller
In tricky times like these, Yale economist Robert Shiller says, it's all about diversity and “common sense.”
Shiller on Investing: ‘Get an Advisor’
Markets will always have bubbles thanks to human nature, Yale economist Robert Shiller says, and financial advisors can help cut through the buzz.
Bad Countries, Good Investments
Last week the White House suggested shorting Russia, but Mebane Faber is going long, calling that advice "moronic."
Shiller, S&P’s Blitzer See Housing Growth Slowing
Home prices gained 11.3% in 2013, their best year since 2005, but month-to-month gains are slowing, according to S&P Dow Jones Indices.
Why the Fed's Policies Are Increasingly Ineffective
The central bank took monetary expansion too far.
Keeping the Right Focus
It's been a good ride recently for total-return investors. First, the S&P 500 rose 25.2% through early December; global stocks, as tracked by Morgan Stanley, improved 21.6% during the same period.
What We Can and Can’t Predict About Stock Returns
Nobel laureates Fama’s and Shiller’s asset-pricing models are nearly opposite, yet they both got one big thing wrong, Research Affiliates CIO Hsu says.