Jeremy J. Siegel

Jeremy J. Siegel

Contributing Columnist, Kiplinger's Personal Finance
Siegel is a professor at the University of Pennsylvania's Wharton School and the author of "Stocks For The Long Run" and "The Future For Investors."
A Preview of the Fed Under Trump
investing

A Preview of the Fed Under Trump

John Taylor, a former Treasury official in the Bush administration, is a top candidate to replace Fed chair Janet Yellen.
January 3, 2017
Investors, Don't Fear Higher Rates
investing

Investors, Don't Fear Higher Rates

Although interest rates will rise modestly in coming months, that should not derail the bull market.
November 1, 2016
When a Bailout Works
business

When a Bailout Works

Many critics worry that the Federal Reserve Board's rescue of Bear Stearns will encourage financial companies to engage in even riskier behavior in th…
October 14, 2016
Why Investors Shouldn't Be Afraid of Inflation
financial graph chart backgroup
investing

Why Investors Shouldn't Be Afraid of Inflation

An inflation rate of 2% to 3% is good for stocks because it gives companies the power to raise prices, which helps boost profits.
July 21, 2016
A Positive Outlook for U.S. Interest Rates
investing

A Positive Outlook for U.S. Interest Rates

Instead of the threat of deflation from weak growth and falling prices, the U.S. is facing the opposite: accelerating inflation.
May 4, 2016
Can the Fed Save the Stock Market?
investing

Can the Fed Save the Stock Market?

In retrospect, it was ill-timed for the Federal Reserve to start hiking short-term interest rates. But that can easily be fixed.
March 4, 2016
Bernanke's Ultimate Legacy
investing

Bernanke's Ultimate Legacy

The former Fed chairman's decisions in 2008 were an act of courage that averted an economic collapse far worse than we experienced.
December 31, 2015
Worries About China’s Economy Are Overblown
investing

Worries About China’s Economy Are Overblown

Among the consequences of China's slowdown: lower commodity prices, which actually benefit the U.S.
November 2, 2015
Surviving the Greek Financial Crisis
Greek flag
investing

Surviving the Greek Financial Crisis

Despite the recent friction, I believe the eurozone is stronger after putting down the Greek rebellion.
September 4, 2015
Bursting the Talk of a Stock-Market Bubble
investing

Bursting the Talk of a Stock-Market Bubble

There's good reason to believe that analysts' forecasts of a 12% increase in earnings next year are on the mark.
July 7, 2015
Is Productivity Plunging?
business

Is Productivity Plunging?

New ways of producing goods and services may be causing the bean counters to underestimate productivity.
May 5, 2015
Why European Stocks Are Worth a Second Look
investing

Why European Stocks Are Worth a Second Look

Best bets for investors will be those companies with strong sales outside the Euro zone.
March 9, 2015
Dow 20,000? Why Not?
investing

Dow 20,000? Why Not?

Stock prices are reasonable relative to earnings and the returns from alternatives are meager. So, there's your upside potential.
January 5, 2015
The Fed's Rate Forecast Is Too High
investing

The Fed's Rate Forecast Is Too High

Powerful economic forces, such as sharply lower growth in the labor force, are pushing interest rates down.
November 3, 2014
All the Things Thomas Pikkety Got Wrong
investing

All the Things Thomas Pikkety Got Wrong

The author of Capital in the Twenty-First Century has a flawed view of capitalism.
August 29, 2014
The Conversion of Bill Gross
investing

The Conversion of Bill Gross

It's good to see a long-term stock market bear concede that stocks are not overpriced.
June 30, 2014
Low Rates Are Here to Stay
investing

Low Rates Are Here to Stay

The smart money sees powerful economic forces, which transcend the power of the Fed, pushing interest rates downward.
May 2, 2014
Is the Bull Market Over?
investing

Is the Bull Market Over?

With today's low interest rates, it makes sense that price-earnings ratios should be higher than average.
February 28, 2014
Is the Market Rational?
investing

Is the Market Rational?

Nobel laureate Robert Shiller showed that fluctuations in the stock market were consistent with fads and euphoria.
December 30, 2013
How the Fed Blew It
investing

How the Fed Blew It

In the future, the Fed will have a much tougher job convincing the markets that it means what it says.
November 5, 2013
What Keeps Me Awake Now
investing

What Keeps Me Awake Now

I still believe we will emerge from the slow growth in productivity. Nevertheless, it's crimping corporate profits.
August 30, 2013
Bernanke Got It Right
investing

Bernanke Got It Right

Without the Fed's actions, Americans would be facing the same kind of deflation we suffered in the Great Depression.
July 1, 2013
Profits Are Powering Stocks
investing

Profits Are Powering Stocks

The economy is nowhere near a cyclical peak, so earnings and stock prices still have room to rise.
May 6, 2013
Time to Tackle Social Security, Medicare
investing

Time to Tackle Social Security, Medicare

30 years ago, a bipartisan commission (yes!) helped fix these entitlement programs. Let's try it again.
March 5, 2013
What to Do About Tax Reform
business

What to Do About Tax Reform

You can't keep marginal rates low if you allow deductions for such items as mortgage interest.
January 29, 2013
The Case for Dow 17,000
Investing

The Case for Dow 17,000

If we can avoid heading over the fiscal cliff, stocks will continue their strong rally.
November 2, 2012
Fiscal Cliffhanger for Investors
Map of Employment Growth in 2013
Investing

Fiscal Cliffhanger for Investors

If all of the tax hikes and spending cuts take effect, stock prices could fall 10% to 20% by year-end.
August 31, 2012