Few market commentators can make forecasts that stretch five or six years out that are worth listening to. But bond guru Jeffrey Gundlach has the track record that makes his…
Correction Timing A Dangerous Game, Ritholtz Says
Trying to predict the next market correction? Barry Ritholtz has some advice for you: Don’t. (more…)
Warren Pieces: How To Deal With Mr. Market
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1987 Letter to Shareholders, Warren Buffett talked about what he learned from the great Benjamin…
Faber Thinks Gold Has Bottomed
Marc Faber of the Gloom Boom & Doom Report thinks geopolitical issues will become more important for US markets, and says he thinks gold has bottomed. (more…)
What Will Buffett Do With All That Cash?
Warren Buffett and Berkshire Hathaway have more than $55 billion in cash on hand, and in his latest for Forbes.com Validea CEO John Reese looks at some companies that might…
The Buffett Model: Patience and Thoroughness
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 Warren Buffett-inspired strategy, which has averaged annual…
Dreman: Don't Let The Fed Keep You Down
Contrarian guru David Dreman says the Federal Reserve has been playing a dangerous, unsuccessful game by keeping interest rates so low for so long. But he says there are ways…
O'Shaughnessy: Keep It Simple With Shareholder Yield
You don’t need complicated strategies to beat the market. That’s what James O’Shaughnessy says in a recent column discussing shareholder yield (dividend yield plus buyback yield). (more…)
Greenblatt on the Valuation Dichotomy
Hedge fund guru Joel Greenblatt says he’s seeing a wide disparity in the way the current market values large stocks and small stocks. (more…)
Reese on Dreman's Market-Beating Contrarian Approach
In an interview with Steven Halpern for MoneyShow.com, Validea CEO John Reese recently talked about the Guru Strategy he bases on noted contrarian investor David Dreman. (more…)