J. Zweig & Taleb on Where Investors Go Wrong

Consuelo Mack has two very interesting interviews on WealthTrack this week, talking investing and psychology with both Wall Street Journal columnist Jason Zweig and Black Swan author Nassim Taleb. Zweig, author of Your Money and Your Brain, delves into the way human investors are impacted by a number of psychological phenomena that cause them to buy high and/or sell low, and gives tips for how you can overcome those roadblocks. Taleb, meanwhile, explains why he… Read More

Fisher: Fossil Fuels Not Going Anywhere

In his latest Forbes column, Kenneth Fisher says that — despite the push for renewable fuel sources such as wind power — fossil fuels will be in heavy demand for at least the next decade, and investors should tailor their portfolios to reflect that. “Many of the same people screaming that fossil fuel creates global warming are also adamantly against adding clean nuclear power,” Fisher writes discussing one prime renewable fuel option. “There are a… Read More

Guru Strategy Rating Changes: Google Slides, S.A. Banks Rise

Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks that my strategies have upgraded or downgraded today. Several big names are on the move, including Google, General Dynamics, and TD Ameritrade.

After Beating the Bear & the Bull, Top Newsletters Think “Big”

Of all the newsletters tracked by Hulbert Financial Digest, only 13 beat the market during both the bear market that started in 2007 and the bullish period that started this past March, Mark Hulbert writes for MarketWatch.com. And now, those rare newsletters seem to be finding a good deal of value in some of the market’s biggest names. The most popular current play among the market-beating newsletters: Warren Buffett’s Berkshire Hathaway, which is being recommended… Read More

The Square-Root Recovery?

Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s becoming less likely that we’ll get a “W” recovery, and more likely that we’ll see a “square-root” recovery — one in which growth will be strong for a while, but then level off or slow down significantly. Among the other interesting points from Sonders (who called the start of the recession back in late 2007 and may have hit the nail on the head again… Read More

Barron’s: Top Strategists Remain Mildly Bullish

In its latest survey of top investment managers, Barron’s found that, on average, most of the managers are expecting the market’s ascent to slow significantly this fall, though they remain bullish on the whole. The 10 strategists on average expect the S&P 500 to end the year around 1,056, which would represent a minor 4% increase from current levels. “They are essentially bullish, even if their price targets are subdued,” Barron’s Kopin Tan writes. “Nearly… Read More

Six Lessons from the Bear Market

In their latest Kiplinger’s column, Whitney Tilson and John Heins — who were well ahead of the curve on the housing and financial meltdown last year — use their own experience and those of other noted investors to offer six lessons to take from the recent bear market. Their lessons: Beware of over-concentration: This one comes from top manager Mohnish Pabrai, who believed his previous allocation of 10% on 10 different investments was too concentrated… Read More

Gross: Time to Grow Up

In his latest Investment Outlook, PIMCO’s Bill Gross calls on “children of the bull market” to grow up, and goes a bit deeper into the concept of the “new normal” that he’s discussed previously. Gross says that there has been a significant break in the growth pattern that many investors have grown used to over the past several decades “because of delevering, deglobalization, and reregulation. All of those three in combination, to us at PIMCO,… Read More

Muhlenkamp Says Expectations Lowered, but Still Sees Bargains

Ron Muhlenkamp, whose flagship fund has beaten the S&P 500 by a significant margin over the past 15 years and is up 25% this year, says that investors have “reset their expectations” for the coming years — but he’s still seeing a number of values in the market. “We fell off a cliff last fall, and things have basically flatlined,” Muhlenkamp tells Fortune. “This is not a normal cyclical recession — this time, people have… Read More

Guru Strategy Rating Changes: BHP Rising, Sinopec Falling

Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks that my strategies have upgraded or downgraded today. Among the big-name movers: GlaxoSmithKline, BHP Billiton Limited, and China Petroleum & Chemical Corp.