While investors have been hyperfocused on macroeconomic factors in recent years, Oakmark’s David Herro says microeconomic reforms are crucial to the global economy and markets. In his second-quarter letter, Herro…
Author: Validea
Ritholtz: Shut off the TV and Think Long Term
Barry Ritholtz of FusionIQ and The Big Picture blog has some advice for investors: Shut off your TV, and don’t listen to the “experts” in the financial media. “Studies have…
Beat The Market With Peter Lynch's Help
In his latest column for Amazon.com’s Money & Markets blog, Validea CEO John Reese looks at how investors can use the wisdom of mutual fund legend Peter Lynch to beat…
Rosenberg: Economy Picking Up Steam
The often-gloomy David Rosenberg of Gluskin Sheff says the June jobs report looks pretty strong, and indicates consumer spending should be strong through the summer months. Rosenberg says that in…
Sonders on Stocks, Bonds, and the Fed
Though the market’s recent pullback may not be over yet, Charles Schwab Chief Investment Strategist Liz Ann Sonders says longer-term factors are making her optimistic about the stock market and…
Reese on Dealing with Downturns -- and Traffic Jams
In his latest column for Forbes.com, Validea CEO John Reese says market downturns can be a lot like traffic jams. And he says investors often shoot themselves in the foot…
Fear and Greed Are Your Friends
In his latest Forbes column, John Buckingham of Al Frank Asset Management says that fear and greed are providing some opportunities for investors right now. “Fear and greed are in…
Shiller Sees Housing Rising In Short Term, Unsure About Long Term
Yale Economist and housing guru Robert Shiller says that he doesn’t think the U.S. housing market is in “boom territory”, but he does compare the current environment to the start…
Here, There, and Everywhere -- Value Wins
Think value is overrated? Think again. In a recently released Swiss Finance Institute Research Paper, Nilufer Caliskan and Thorsten Hens of the University of Zurich looked at value and growth…
J. Zweig: You Should Welcome Market Declines
Most investors are jittery thanks to the stock market’s recent troubles. But Jason Zweig says long-term investors should be happy about the declines — and hope for more. “Investors should…