GMO’s Jeremy Grantham says that both bonds and stocks are overpriced, and that investors should have a substantial portion of their portfolios in cash, allowing them to take advantage when…
Day: November 12, 2010
Romick Looks to Inflation-Fighters
Top fund manager Steven Romick says that in the current environment, he’s focusing on companies that will be able to handle inflation well. “I’m investing in companies we feel can…
The Zweig Strategy: Growth With a Conservative Streak
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 Martin Zweig-inspired strategy and portfolio,…