John Authers

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Mr. Market Is Offering Us A Second Bite At Value Stocks

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They look compellingly cheap, thanks to Covid, and the opportunity may not last long.

Stock Bulls Are All-In On Inflation's Swift Demise

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Fund managers are overweight in equities even as economic expectations crater.

Inflation Cherry Pickers Can't Drown Out The Noise

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Choosing your criteria first and sticking with them sifts out the bias.

Falling Bond Yields Are An Unsolved Conundrum

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There is still no way to avoid the great bond market conundrum.

Want to Survive the Stocks Bubble? There Are Ways

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You don't need to time the market: Just avoiding the momentum plays has shown surprisingly good results in the past.

Hot Property Markets Are A Real Inflation Risk

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Don't call it a bubble yet, but the surge in U.S. housing prices could create problems if it carries on much longer.

Smart Beta Has Worked For Bonds Since Napoleon

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Smart beta works for fixed-income as well as stocks, a new paper based on more than two centuries of data argues.

Grantham Calls Meme Investing 'Biggest U.S. Fantasy Trip' Ever

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Bitcoin resembles the Nasdaq at the peak of the dot-com bubble, financial historian and investor Jeremy Grantham said.

Recovery Profits Are Hot. So Is Inflation Chatter

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Keep an eye on margins: They may reveal whether the post-pandemic rebound really is leading to overheating.

How Bernie Madoff Fooled The World

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Here's how he got away with what he did for so long.

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