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:
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Jeremy Grantham: US Stocks are Expensive and Bonds are Disgusting
By Robert Huebscher
June 26, 2012Jeremy Grantham, who has consistently identified overpricing in the US equity markets - he flagged both the Dot Com bubble and the irrational pricing that preceded the financial crisis, for instance - said last week that US stocks are 'a little expensive' and bonds are 'disgusting.' But his sternest warning to investors concerned the longer-term threat posed by global resource constraints.
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Jeremy Grantham: This Time is Different
By Michael Edesess
March 20, 2012Jeremy Grantham is a paradox. A man who has said many times, 'This time it's different are the four most dangerous words in the English language,' is now saying - loud and clear - this time it really is different.
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Gundlach - Two Dangers for Equity Markets
By Robert Huebscher
April 24, 2012Don't buy stocks - for real, this time. That was the message Jeffrey Gundlach delivered to investors last Tuesday
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Will Bonds Be ‘Burnt to a Crisp?’
By David Schawel, CFA
October 16, 2012Bill Gross's recent monthly commentary painted a disturbing picture for investors - he foresees bonds being "burnt to a crisp." This isn't just hot air. Such a conflagration is possible, and investors in bond funds, especially those that are constructed similar to the widely followed Barclays bond index, need to heed risks inherent in today’s market.
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Michael Lewis on the True Depth of the Crisis in Europe
By Larry Siegel
January 24, 2012Michael Lewis is a financial writer and author, most recently of Boomerang: Travels in the New Third World, in which he reported on the European debt crisis from several of the affected countries. In this interview, he discusses a range of topics, including the future of Wall Street and the challenges of great financial writing.
