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  1. Dark Clouds for the Economy?

    Morningstar's Bob Johnson gives his take on recent disappointing retail and housing data, as well as higher gasoline prices and Fed stimulus worries.

  2. Headwinds and Tailwinds for Consumer Spending

    Several opposing factors were at play in January's retail sales report, but a broader view suggests consumers are still hanging in there, says Morningstar's Bob Johnson.

  1. Truth vs. Ignorance—The Impactful Investment Manager of Tomorrow

     

  2. Selected American Shares Semi-Annual Review 2012

    This report includes candid statements and observations regarding investment strategies, individual securities, and economic and market conditions; however, there is no guarantee that these statements, opinions or forecasts will prove to be correct. Equity markets are volatile and an investor may ...

  3. Clipper Fund Annual Review 2013

    This report includes candid statements and observations regarding investment strategies, individual securities, and economic and market conditions; however, there is no guarantee that these statements, opinions or forecasts will prove to be correct. Equity markets are volatile and an investor may ...

  4. Legg Mason Capital Management Market Commentary

     

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