Nobel Prize-winning Yale Economist Robert Shiller recently appeared on WealthTrack and offered some of his thoughts on where he’s been finding value in the stock market. (more…)
Author: Validea
Trouble May Be Coming, But Ride It Out, Bogle Says
Legendary Vanguard Founder Jack Bogle says stocks may well at some point face a “judgment day” that could mean big short term declines, but he’s not advising that investors try…
Klarman Worried About Valuations
Seth Klarman, the conservative, value-focused hedge fund guru, is concerned about valuations. (more…)
Don't Forget The Crisis
The pain of the 2008-09 financial crisis and market meltdown was deep and lasting, but there are signs that investors are finally moving on, say Jason Zweig, Joe Light, and…
Buffett's "To-Don't" List
When you are widely considered the greatest investor in the world, people want you to give them advice on what they should do. But in a recent CNBC appearance, Warren…
Oberweis On What People Get Wrong About China
Newsletter guru Jim Oberweis, whose China fund is in the top 1% of funds in its class over the past one, three, and five years, according to Morningstar, says investors…
Think Globally To Reduce Risk
While many investors think U.S. stocks are safer than their global peers, they may well be wrong, says The Wall Street Journals Brett Arends. (more…)
Fisher: It Sounds Crazy, But ...
Worried about the U.S. economy? Emerging markets? Europe? Kenneth Fisher says not to focus on short term problems, but instead the enormous long term potential he sees in play. “Forget…
Sonders On Weather, Inflation, And The Fed
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks the market’s recent turnaround has more to do with a belief that weather has been behind some weak economic…
Hussman: Margin Argument Doesn't Hold Water
Could historically high profit margins be the result of more foreign profits, making the high margins a new reality rather than anomaly? Fund manager John Hussman says the data says…