Charles Schwab’s Liz Ann Sonders says that, contrary to what some believe, the aging of the Baby Boomer generation doesn’t mean doom for the stock market. Sonders tells Morningstar that…
Author: Validea
Winters Likes Railroad Stocks -- Like Berkshire
Top fund manager David Winters says railroad companies are like a “canary” that signals how the economy is doing, and increased recent freight traffic indicates “the canary’s beginning to sing”.…
How To Succeed Where Fund Managers Fail
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at why so many mutual fund…
Siegel and Ritholtz Debate Stocks for the Long Run
While stocks have far outperformed bonds over the past couple centuries, bonds have had the edge over the past 30 years. So, which is the better bet going forward? Top…
Where Ken Fisher Is Finding Value
Forbes’ Kenneth Fisher says not to fall in love with small-cap growth stocks at this stage of the bull market. In his latest column, Fisher says small-cap cyclicals “get all…
Ritholtz's Investing Handbook
In his latest Washington Post column, top strategist Barry Ritholtz lays out some of the most important “rules of investing” that he has learned over the years. Among the key…
More Gurus, More Profits
In his latest article for Nasdaq.com, Validea CEO John Reese looks at the benefits of investing in stocks that get high marks from more than one of his guru-inspired strategies.…
Gross: Follow the Fed and ECB
Bill Gross says PIMCO’s strategy is pretty simple: Buy what the Federal Reserve and other central banks are buying. “We continue to anticipate what the Fed is buying,” Gross recently…
Is the Bond Bull Over? Maybe Not
Has the bond market reached a peak? Not if history is any guide, says MarketWatch’s Mark Hulbert. Hulbert recently looked at the average bond market exposure for bond market timers…
Mobius High on Coal
Templeton Emerging Markets Group’s Mark Mobius says he’s bullish on Chinese coal companies. “These companies are not only mining but also producing power and the demand for power is insatiable…