Nobel Prize-winning economist Robert Shiller says that, while valuations are quite high, he isn’t ditching stocks. (more…)
Value or Momentum? How 'Bout Both
Are you a value investor, or a momentum investor? In a recent piece for Yahoo! Finance, Patrick O’Shaughnessy says you’re better off being both. (more…)
Paulsen, Long A Bull, Sees Trouble Ahead For US Stocks
While many are touting the advantages the US has on the rest of the world right now, Wells Capital’s Jim Paulsen says that he’ll be underweighting US equities in the…
Good Gifts vs. Good Stocks
With the holiday season in full force, a myriad of hot products are at the forefront of the retail world. But Validea CEO John Reese says not to make the…
The Graham Strategy: Value and Safety Make for Big Returns
Every other issue of the Validea Hot List newsletter examines in detail one of John P. Reese’s computerized Guru Strategies. This latest issue looks at the Benjamin Graham-inspired strategy, up…
Timeless Advice From Two Investing Legends
Good investing advice is timeless, which is why this Wall Street Week with Louis Rukeyser interview with investing legends Peter Lynch and Sir John Templeton is well worth a listen…
Is Apple More "Buffett-Like" Than IBM?
Warren Buffett and Berkshire Hathaway have a big stake in tech giant International Business Machines. But could Apple be more of a traditional Buffett pick than IBM? Validea CEO John…
Uber, Cabs, and The Efficient Market Hypothesis
For those who still think stock markets are efficient, The New York Times today offered an interesting example of why they may want to reconsider. (more…)
Sonders: Wall of Worry Remains
While some measures of short-term sentiment have gotten quite bullish, Charles Schwab Chief Investment Strategist Liz Ann Sonders says that long-term indicators show the stock market’s Wall of Worry remains…
Fisher: Annuities, No; Stocks, Yes
In his latest Forbes column, top strategist Kenneth Fisher talks about why he hates annuities, and why he remains bullish on stocks. (more…)