How do you reduce risk in your investment portfolio? Most people try to do so by diversifying their assets and avoiding stocks when fears are high. But new research indicates…
Author: Validea
Where You Have An Edge Over The Oracle Of Omaha
While a billionaire investor like Warren Buffett has a number of advantages over most investors, the little guys still have some things working in their favor, Validea CEO John Reese…
Wien Still Sees Big Gains For US Markets This Year
Blackstone’s Byron Wien says stocks are still on track for a strong year, though he thinks the short term weakness may not be over. (more…)
Sonders: "Everybody Is Looking For That Next Crisis"
Charles Schwab’s Liz Ann Sonders says that the specter of the 2008 financial crisis and market crash is still haunting many investors — and that’s a good thing. “I think…
Top Forecaster: No Slowdown In 2014
One of the top economic forecasters says he doesn’t agree with those who see a slowdown coming for the U.S. economy this year. (more…)
It's A Market Of Stocks -- Not A Stock Market
Over the past several months, broader stock market valuations have risen to the point that it’s now clear that stocks are no longer, collectively, the dirt cheap bargain they were…
O'Shaughnessy on Bond Market Risk, And Stock Strategy
After its huge run-up over the past 5 years, does the stock market still have good times ahead? Quantitative investing guru James O’Shaughnessy thinks so. In an interview with Canada’s…
Fisher: Time To Think About Margins
With the bull market around its halfway point, in his estimation, Kenneth Fisher is focusing on “big, fat stocks” — that is, large-caps with fat gross profit margins. “It works…
Montier Not Finding Much Safety
James Montier and GMO are known for their conservative, cautious approach — a mindset that has helped the firm often recognize market and economic problems well ahead of others. So,…
Fund Manager Of The Year Talks Strategy, Current Market
Morningstar International Stock Fund Manager of the Year Daniel O’Keefe recently appeared on WealthTrack with Consuelo Mack to discuss how his Artisan International Value and Artisan Global Value funds have…