Latest articles by Jeremy J. Siegel
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Investors, Don't Fear Higher Rates
investing Although interest rates will rise modestly in coming months, that should not derail the bull market.
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When a Bailout Works
business Many critics worry that the Federal Reserve Board's rescue of Bear Stearns will encourage financial companies to engage in even riskier behavior in the future, on the assumption that the central bank stands ready to bail them out.
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Why Investors Shouldn't Be Afraid of Inflation
Economic Forecasts An inflation rate of 2% to 3% is good for stocks because it gives companies the power to raise prices, which helps boost profits.
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A Positive Outlook for U.S. Interest Rates
Economic Forecasts Instead of the threat of deflation from weak growth and falling prices, the U.S. is facing the opposite: accelerating inflation.
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Can the Fed Save the Stock Market?
Markets In retrospect, it was ill-timed for the Federal Reserve to start hiking short-term interest rates. But that can easily be fixed.
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Bernanke's Ultimate Legacy
investing The former Fed chairman's decisions in 2008 were an act of courage that averted an economic collapse far worse than we experienced.
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Worries About China’s Economy Are Overblown
Economic Forecasts Among the consequences of China's slowdown: lower commodity prices, which actually benefit the U.S.
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Surviving the Greek Financial Crisis
Economic Forecasts Despite the recent friction, I believe the eurozone is stronger after putting down the Greek rebellion.
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Bursting the Talk of a Stock-Market Bubble
investing There's good reason to believe that analysts' forecasts of a 12% increase in earnings next year are on the mark.
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Is Productivity Plunging?
Economic Forecasts New ways of producing goods and services may be causing the bean counters to underestimate productivity.
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Why European Stocks Are Worth a Second Look
investing Best bets for investors will be those companies with strong sales outside the Euro zone.
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Dow 20,000? Why Not?
investing Stock prices are reasonable relative to earnings and the returns from alternatives are meager. So, there's your upside potential.
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The Fed's Rate Forecast Is Too High
Economic Forecasts Powerful economic forces, such as sharply lower growth in the labor force, are pushing interest rates down.
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All the Things Thomas Pikkety Got Wrong
Markets The author of Capital in the Twenty-First Century has a flawed view of capitalism.
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The Conversion of Bill Gross
investing It's good to see a long-term stock market bear concede that stocks are not overpriced.
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Low Rates Are Here to Stay
investing The smart money sees powerful economic forces, which transcend the power of the Fed, pushing interest rates downward.
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Is the Bull Market Over?
investing With today's low interest rates, it makes sense that price-earnings ratios should be higher than average.
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Is the Market Rational?
investing Nobel laureate Robert Shiller showed that fluctuations in the stock market were consistent with fads and euphoria.
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What Keeps Me Awake Now
investing I still believe we will emerge from the slow growth in productivity. Nevertheless, it's crimping corporate profits.
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Time to Tackle Social Security, Medicare
Politics 30 years ago, a bipartisan commission (yes!) helped fix these entitlement programs. Let's try it again.
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What to Do About Tax Reform
Economic Forecasts You can't keep marginal rates low if you allow deductions for such items as mortgage interest.
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The Case for Dow 17,000
investing If we can avoid heading over the fiscal cliff, stocks will continue their strong rally.
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The Case for Investing in Europe
investing Stocks are at fire-sale prices thanks to the euro crisis. This could turn out to be a terrific buying opportunity.
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Investors, Relax About Rising Interest Rates
investing Rates must go substantially higher before bonds can challenge the return on stocks.
