Is the length of the bull market reason for concern? No way, says Kenneth Fisher. (more…)
Author: Validea
Buffett Talks Valuations, Bonds, And Interest Rates
Are stocks cheap or expensive? Warren Buffett says it all depends on what happens with interest rates. (more…)
Keep Your Biases At Bay
With market volatility increasing at times in recent months, Kiplinger’s Anne Kates Smith says investors should be particularly careful not to let emotion and behavioral biases impact their investment decisions.…
Cooperman Talks Stocks, Bonds, And Oil
Hedge fund guru Leon Cooperman says stocks are fully and fairly valued. Bonds are another story, though, he says. (more…)
Siegel On Why US Productivity Is Down
Growth in US productivity has slowed considerably over the past decade, and explanations abound as to why. But Wharton professor and author Jeremy Siegel says the reality may be that…
Why Value Investors Shouldn't Ignore Momentum
“Don’t chase performance” is a lesson any good value investor should have learned. But in a piece for Canadian MoneySaver, Validea CEO John Reese looks at how keying on high-momentum,…
Gabelli: Economy Steady, But No Margin Of Safety
Top value strategist Mario Gabelli says that the economy looks steady, but adds that there is not much of a margin of safety in stocks right now. (more…)
Sonders Talks Inflection Points, and Zweig's Greatness
In a wide-ranging interview with Barry Ritholtz on Bloomberg’s Masters In Business podcast, Charles Schwab’s Liz Ann Sonders offers her take on the bull market, and a look at her…
Why Berkshire Is A Bargain
Whether or not they pay attention to the “barrage of folksy aphorisms” that will be offered at Berkshire Hathaway’s upcoming annual meeting, investors should pay attention to Berkshire’s stock, Michael…
Is Smart Beta Not As Smart As You Think?
So-called “smart beta” funds have been all the rage over the past year or so. But in a recent piece for Alpha Architect, Wesley Gray highlights some data showing that…