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Feature Articles On Two Contemporary Investment Stars
Reading Time: 3 minutesBill Miller: The New York Times today did a feature article on Legg Mason’s Bill Miller, who beat the S&P 500 for 15 straight years from 1991-2005 before faltering the last few years: “Humbler, After A Streak of Magic”. On Bill…
Morningstar US Stock Manager Of The Decade Bruce Berkowitz Betting Big On Financials
Reading Time: 11 minutesFortune did a good profile of Fairholme Funds Bruce Berkowitz: “Bruce Berkowitz: The Megamind of Miami”, December 10. On his big bet on financials, including Citi and AIG: Berkowitz’s bet on banks now comes down to this: He’s convinced that the worst…
In Defense of Peter Schiff – A Response To Mish
Reading Time: 7 minutesOne of the best and most well read investment bloggers, Mish of Mish’s Global Economic Trend Analysis, ripped into Peter Schiff last night in a lengthy tirade on his blog titled “Peter Schiff Was Wrong”. One thing that Mish gets…
Top Gun FP Client Note: A Bullish Consensus For 2011
Reading Time: 11 minutesNOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Ken Fisher: “The Bear Market Is Over”
Reading Time: 2 minutesThat 9% minicorrection between June 2 and July 13 was nothing to worry about. Pullbacks are normal early in a recovery. I can find only one bull market, in 1935, that didn’t have some material indigestion within its first 12…
The Wall Street Journal Weighs In On Peter Schiff
Reading Time: 5 minutesGeez…. Mish’s post from Sunday night, “Peter Schiff Was Wrong”, has sure generated a lot of interest and controversy. That’s because Peter Schiff is a polarizing figure. People tend to either love him or hate him and have a hard…