Several stock market gurus are “looking at the risks that still lie ahead in the current relative calm,” according to a recent article in Reuters. The article cites comments from…
Author: Validea
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Some Ideas for Investing in a Low Return Environment [2] Ken Fisher on Bull…
GMO Team Member Says Stocks are "Obscenely Overvalued"
In a paper published earlier this month, GMO’s James Montier argues that the stock market is in the grip of a “cynical bubble,” according to an article in Bloomberg. Montier…
Stock Market Returns on Internet Are Wrong
A recent article in the Financial Times highlights the tendency to “use the US market as an example” of long-term profit potential in the stock market since there is so…
Millennials: Embrace the Bear
The stock market is more expensive today than it was when baby-boomers were starting their careers, writes Bloomberg columnist Nir Kaissar. “Which means,” he adds, “that millennials can’t expect the…
Share Valuations More Appealing After Market Dip
The stock market dip that occurred earlier this month had “something good to offer,” according to a recent article in The Wall Street Journal. The article underscores how, before the…
Some Ideas for Investing in a Low Return Environment
There is a very strong likelihood that returns for investors over the next decade will be significantly lower than what we have seen in the past ten years. With the…
Ray Dalio Says Recession Risks on the Rise
Billionaire Ray Dalio recently said that the Fed’s response to strong economic data and increased fiscal spending could lead to an “economic slowdown.” This according to a CNBC article. Dalio,…
Investors Spooked by the Market Tumble Should "Buy and Hold"
Highlighting the fact that future stock market movements are “unknowable” and that trying to predict them can be “dangerous,” a recent Wall Street Journal article quotes the legendary investor Peter…
Mauboussin Offers Insights on Active Management
A recent Forbes article offers comments and insights gathered in a recent interview with Michael Mauboussin, Director of Research at BlueMountain Capital Management (formerly Head of Global Financial Strategies at…