I once had a subscriber write in response to some questions I asked about readers’ long-term investing goals. “At this age, I don’t buy green bananas,” he said. I had to laugh; my father used the same line for years. But it does bring up a great point. I’m willing… Read More

In global economics, there are several emerging truisms. Growth is likely to be somewhat muted in... Read More

In global economics, there are several emerging truisms. Growth is likely to be somewhat muted in the West as efforts to reverse massive budget deficits will create a drag as governments tax more... Read More

Which sector is going to be hot in 2011? If history is any clue, it won’t be what was hot in... Read More

Which sector is going to be hot in 2011? If history is any clue, it won’t be what was hot in 2010. In fact, a look back through history tells us the leading groups in one year often become... Read More

On average, they’re yielding 7.5%. That’s more than three times the yield of the S&P 500. Try getting that amount from a money market or savings account.   But that’s not the half of it. In tandem with those high yields, the capital gains have… Read More

The direction of the stock market in 2011 could well be determined in the next few months, as I... Read More

The direction of the stock market in 2011 could well be determined in the next few months, as I noted last week. At the time, I suggested you tune in to Tuesday’s economic reports for the next... Read More

I’ve never worked a day on Wall Street. I’ve never worked at Goldman Sachs (NYSE: GS) or a hedge fund, either. I’m not what you call an insider by any means.   But that hasn’t stopped me from being a successful investor. Read More

When business school professors look back on this era, they’ll likely talk to their students... Read More

When business school professors look back on this era, they’ll likely talk to their students about one of the greatest turnarounds in the history of enterprise. Few companies have gone from... Read More

The ranks of “super-investors” are few, highlighted by the likes of Warren Buffett, George Soros and Carl Icahn. Investors like to track their every move. Smart investors should also watch the moves of David Einhorn, who runs Greenlight Capital. He started with just $1 million in 1996,… Read More

Since the financial crisis in 2008, corporate executives have taken a cautious approach to making big decisions. This has been especially the case with mergers & acquisitions (M&A). But according to a recent survey from Thomson Reuters and Freeman (a consulting firm), it looks like 2011 is… Read More

I’ve always had a contrarian streak. Conventional wisdom is more a jumping off point for me than it is an anchor for my investment decisions. And I’ve found it usually pays off handsomely to follow my own research rather than… Read More