Generally accepted investing wisdom has always called for long-term investors to “buy the dips” and add to their positions as the market declines. This advice makes sense in most cases,…
Author: Validea
Market Volatility Could Derail Momentum Stocks
Momentum investors beware — the recent rise in market volatility could make for challenging times for momentum stocks, while quality growth plays could emerge as the market’s new leadership group,…
Dalio Sees Significant QE Before Significant Rate Hike
Hedge fund guru Ray Dalio says he expects the Federal Reserve to make a significant quantitative easing move before it makes a significant interest rate hike. “To be clear, we…
Nygren: Relax, and Rebalance
Much of the speculation about the reason for the market’s recent plunge has been that investors are downright scared about China’s slowing growth. But top mutual fund manager Bill Nygren…
Doll Weighs In On Rate Hikes, And Whether We've Bottomed
After a few rough days, has the stock market bottomed? Bob Doll seems to be leaning towards “yes”. “There is a chance the bottom’s in. I’m not going to say…
Doll Weighs In On Rate Hikes, And Whether We've Bottomed
After a few rough days, has the stock market bottomed? Bob Doll seems to be leaning towards “yes”. “There is a chance the bottom’s in. I’m not going to say…
The Search For The Silver Value Metric Bullet
Is there a single, silver bullet valuation metric that you can use to accurately evaluate any stock in the market? An interesting recent piece from Barron’s looks at a couple…
Doubleline's Baha: Don't Think Short Duration Bonds Are A Rate-Hike Panacea
Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a…
Doubleline's Baha: Don't Think Short Duration Bonds Are A Rate-Hike Panacea
Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a…
El-Erian: "Classic Overshoot" In EMs Will Hurt Now, Create Opportunities Later
Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…