As is our custom, we conclude the year by reflecting on the 10 most-read articles over the past 12 months. In decreasing order, based on the number of unique readers, those are:
-
Robert Shiller: I'm Betting the Farm
By Robert Huebscher
May 24, 2011Yale's Robert Shiller, the economist who foresaw the implosions of the tech bubble in 2000 and the housing market in 2007, is now closely watching a different asset class. This time, however, it is one that is in an early stage of bubble formation, not of collapse.
-
Byron Wien Reflects on His List of Surprises
By Laurence B. Siegel
September 6, 2011Byron Wien is a senior managing director and vice chairman of Blackstone Advisory Partners, the largest alternative investment firm in the world with $140 billion under management. Each year, for the last 26 year, he has published a list of 10 'surprises' investors should expect in the capital markets and the economy. In this interview, he reflects on his list for 2011 and what see sees ahead.
-
Why Bill Gross Doesn’t Like Stocks (or Bonds)
By Sam Parl
June 10, 2011Stocks have come to the end of a “wonderful journey,” according to PIMCO's Bill Gross, and are now on their own, like “a baby bird just released from the nest.” The journey Gross spoke of is the multi-decade decline in real interest rates, which have fueled bull markets across “risk assets,” especially in equities and bonds.
-
Jeremy Siegel on Why Stocks are 'Extremely Attractive'
By Robert Huebscher
November 29, 2011Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. His book, Stocks for the Long Run, now in its fourth edition, is widely recognized as one of the best books on investing. We spoke to him last week about equity valuations and the prospects for the economy.
-
Jeffrey Gundlach: The Greatest Investment Opportunity of 2011
By Robert Huebscher
January 18, 2011In June of 2007, against a backdrop of strong equity and corporate bond performance, Doubleline’s Jeffrey Gundlach was one of the first to warn investors that sub-prime mortgages were 'a total unmitigated disaster, and they are going to get worse.' In an equally bold statement, last week he identified the asset class he considers the greatest investment opportunity for the next two years. Again, it was one for investors to avoid.
