While investors have been fixated on the Greek debt crisis, James Paulsen of Wells Capital Management says there’s another big factor that markets must deal with. (more…)
Streaking Serving Sector Still Serving Up Values
In his latest column for Seeking Alpha, Validea CEO John Reese says the US service sector has been on a remarkable run. And, he says good buys remain in the…
Faber On The China Threat
China’s slowing economy may be the biggest threat to the global economy according to Marc Farber. (more…)
Buckingham: Don't Fear The Rate Hikes
Many investors and pundits have been assuming that it will be bad news for stocks when the Federal Reserve starts raising interest rates. But John Buckingham says history indicates the…
Buckingham: Don't Fear The Rate Hikes
Many investors and pundits have been assuming that it will be bad news for stocks when the Federal Reserve starts raising interest rates. But John Buckingham says history indicates the…
Fisher: Don't Battle The Bull
While it has been much maligned, the current bull market isn’t much different than past bulls that followed major bear markets, according to Kenneth Fisher. And, Fisher says, the bull could…
Fisher: Don't Battle The Bull
While it has been much maligned, the current bull market isn’t much different than past bulls that followed major bear markets, according to Kenneth Fisher. And, Fisher says, the bull could…
To Invest Like A Guru, Keep An Eye On Free Cash Flow Yield
While many investors focus on earnings, Validea CEO John Reese says that some of Wall Street’s best strategists prefer to use free cash flow when analyzing a company. (more…)
Siegel: No Bubble Trouble
Stock market talk has been filled with references to “bubbles” over the past couple years. But Wharton Professor and author Jeremy Siegel says those seeing a bubble in the current…
Marks: The Future Is Unknowable, So How Should We Invest?
Howard Marks, Oaktree’s CEO, recently wrote an article for Barron’s on investment risk, and how to quantify it. His answer: you simply can’t. (more…)