Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth. (more…)
Do IPOs Signal Trouble? Hardly, Says Fisher
Some have been wondering whether the amount of initial public offerings recently is a sign of euphoric sentiment in the market. But Kenneth Fisher says it’s not the number of…
Buffett, Berkshire Dumping Retailer's Shares
After saying that he made a “huge mistake” by investing in the firm, Warren Buffett is now decreasing Berkshire Hathaway’s stake in grocery giant Tesco. (more…)
Top Bond Manager Sees Rates Going Lower ... and Lower
Hoisington Investment Management has been successfully betting on Treasury bonds since the late 1990s, helping put its Wasatch-Hoisington US Treasury fund in the top 1% of funds in its class…
The Case For Small Caps
In his latest column for Seeking Alpha, Validea CEO John Reese lays out his case for not ditching small caps despite their weak recent performance. (more…)
Fisher: Buyback Bashing Is Bunk
While many bears have said that a boom in share buybacks has been a drag on growth and a way of masking weak earnings and revenues, top strategist Kenneth Fisher…
A Simple Accounting Strategy With Extraordinary Returns
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Joseph Piotroski-inspired strategy. Below is an excerpt from…
Lazar: US Back As Global Growth Driver
For years we’ve been hearing about how China and other emerging markets have surpassed the US as the driver of global growth. But in an interview with WealthTrack, top-rated economist Nancy…
Faber: Global Economy Not Healing
Marc Faber of the Gloom, Boom & Doom Report doesn’t see much he likes in the global economy right now. “I think it’s quite funny because everywhere you go, up…
Tepper: US Stocks Aren't Pricey
Hedge fund guru David Tepper says US stocks are not expensive right now. “The U.S. economy is pretty good, stocks are not at high multiples right now,” Tepper, told Bloomberg Television.…