In a wide-ranging interview with the Columbia Business School’s Graham & Doddsville newsletter, hedge fund guru Joel Greenblatt says the stock market is in the “87th percentile towards cheap” right…
Day: October 12, 2012
O'Shaughnessy: Block Out The Noise
James O’Shaughnessy says to block out the noise and listen to what history has to say about where the stock market is headed — upward. “We need perspective on the…
El-Erian: 'Central Bank Put' Won't Last Forever
PIMCO’s Mohamed El-Erian says global central bank policies have inflated asset values beyond what fundamentals merit, and says that won’t last forever. “That central banks are essentially ‘all in’ is, in…
Growth Or Value? How About Both
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 James O’Shaughnessy-inspired strategy, which has averaged annual…