Robert Shiller
The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.
Robert J. Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.
As finance gurus forecast a market that's variously overvalued, undervalued, ready to plunge off the cliff, or blast off to new heights, remember to tune out the noise and stay invested for the long run, says Mark Armbruster, CFA.
How do you locate the ideas today that the investment community will be discussing tomorrow?
Is the stock market overvalued? That depends on who you ask. Nobel laureate Robert J. Shiller says "yes," while Jeremy Siegel says "no."
“We are lucky enough to hear from two important luminaries if I dare not say lions, of the financial economic world over the last few decades,” introduced Gillian Tett as Robert Shiller and Jeremy Siegel squared off again.
For three of the largest religions of the world, last week was an important week of cherished celebrations. Just as each of these institutions needs to look after its flock both now and in the future, financial capital investment… READ MORE ›
Oaktree Capital’s founder and chairman Howard Marks publishes periodic memos that are widely considered “must reads” for those in the investment industry, and his latest missive should be no exception. In ” READ MORE ›
Goldman Sachs recently released its “S&P 500 Beige Book,” a quarterly survey of corporate conference calls which similarly collects “anecdotal evidence of fundamental and thematic trends” from which they highlight major themes.