Bond guru Jeffrey Gundlach is expecting though times for the housing market — so tough that he’s shorting homebuilders. (more…)
OSAM On How To Beat The Tax Man
Often times, investors overlook a key part of portfolio management when buying and selling stocks: tax impact. But in a recent research report, quantitative investing guru James O’Shaughnessy’s firm offers…
Defending Buffett, Part I ...
While a new analysis seems to indicate that Warren Buffett has lost his touch in recent years, Validea CEO John Reese says that a deeper examination indicates otherwise. (more…)
... Defending Buffett, Part II
Further support of the notion that Warren Buffett hasn’t lost his touch comes from Fortune’s Stephen Grandel, who says the study critiquing Buffett’s recent performance has some major flaws. (more…)
Buffett: Economy Picking Back Up
Warren Buffett says he wasn’t too surprised by the weak first quarter GDP report, and says things appear to be picking up in the second quarter. (more…)
Loeb: Fundamentals And Stock Picking To Drive Market
Hedge fund star Dan Loeb’s firm says that many investors — including themselves — were too optimistic at the start of the year, and that we are now headed for…
Royce: High-Quality To Outperform
Top fund manager Chuck Royce says we’ve entered a phase in the bull market in which high quality stocks should outperform. (more…)
Romick "About As Bearish As We've Ever Been"
Steven Romick, one of Morningstar’s fund managers of the year in 2013, has grown very bearish and has upped his cash position to about 40% of his portfolio. (more…)
The Gurus Get Alternative
In his latest column for Seeking Alpha, Validea CEO John Reese looks at an intriguing alternative energy stock that his Guru Strategies are high on. (more…)
Study: Investors Continue To Lag Market -- By A Lot
Dalbar Inc.’s latest Quantitative Analysis of Investor Behavior (QAIB) is out, and –once again– the results show that most investors continue to shoot themselves in the foot. (more…)