Charles Schwab Chief Investment Strategist Liz Ann Sonders says the U.S. economy has a lot going for it, and thinks investors should remain calm. “I happen to be a pretty…
Woodford Sees Global Stagflation
Top U.K. fund manager Neil Woodford remains cautious about the global economy, and says he expects a prolonged period of stagflation. “As we have gone through 2012, it has become…
The Fisher Strategy: Capitalizing on "The Glitch"
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 Kenneth Fisher-inspired strategy, which has averaged annual…
Reese: Value Investing Not Dead
In his latest article for MSN Money’s Top Stocks blog, Validea CEO John Reese says that value investing is not, as some claim, dead, and he offers up his Warren…
Wien: S&P May Well Hit 1,500 By Year-End
Blackstone Group’s Byron Wien says it’s “reasonable to think the [S&P 500] could reach 1,500 this year.” Wien tells Bloomberg he thinks the economy will pick up momentum, helped by…
Buffett, Berkshire Make Big Changes
Warren Buffett’s Berkshire Hathaway made several big moves in the second quarter according to new regulatory filings, including slashing its holdings of several consumer stocks. Alex Crippen of CNBC’s Warren…
El-Erian: One-in-Three Chance of Global Recession
PIMCO’s Mohamed El-Erian says there is about a one-in-three chance that the global economy enters recession by the end of the year. “Every data point that comes out tends to…
Don't Ignore The Dividends
The Wall Street Journal’s Matt Phillips has a simple message for investors: Do not forget about dividends. “Dividends matter! Dividends matter! Dividends matter!” Phillips writes on the Journal’s “MarketBeat” blog.…
GMO: Death of Equities "Greatly Exaggerated"
Bill Gross’ claim that the cult of equities is “dead” has generated a lot of response recently, and now Jeremy Grantham’s GMO has entered the fray, countering many of Gross’…
Shiller Not Convinced Of Housing Turnaround
While many signs are pointing to a housing market recovery, Yale Economist Robert Shiller — who was among the earliest to call the housing bubble that burst in the late…