Don’t count hedge fund guru Ray Dalio’s Bridgewater Associates among the investors who think the stock market is in bubble territory. (more…)
Author: Validea
Hulbert: Don't Buy The "Summer Rally"
As summer closes in, many advisers will start claiming that the “summer rally” will be coming with it, says MarketWatch’s Mark Hulbert. But, Hulbert says, don’t listen to them. (more…)
Mobius: Blame The Internet For Deflation
Deflationary pressures have been at work in the US for some time now, part of why the Federal Reserve has kept interest rates so low. And Templeton Asset Management’s Mark…
Herro: There's Value In Europe
Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders,…
Just What Does The Elevated CAPE Mean?
The cyclically adjusted price/earnings ratio is quite elevated compared to historical standards. Is that bad news for stocks? Charles Schwab’s Liz Ann Sonders says it’s a complicated question. (more…)
What Makes Buffett So Good
Just what can individual investors learn from Warren Buffett’s incredibly successful career? In a recent column, The Wall Street Journal’s Jason Zweig takes a look at that question. (more…)
Reese On Why So Few Can Follow Lynch & Buffett's Approaches
In an interview with Canada’s Business News Network, Validea CEO John P. Reese recently discussed how investors can profit from the strategies of history’s best money managers — and why…
Top Fund Manager On The Danger Of Index Funds
Passive investing in index funds has gained a lot of steam in recent years. But top-performing fund manager David Winters says index-fund investing can actually be dangerous. (more…)
Small-cap Stocks For Two Changing Industries
Small-cap guru Jim Oberweis says the retail and advertising industries are home to big changes these days, and that smart investors can profit from those changes. (more…)
Ritholtz Not Worried About Yellen Or Bubble Talk
While pundits have been throwing around the term “bubble” throughout the stock market’s climb over the past few years, Barry Ritholtz doesn’t sound concerned that we’re in one. (more…)