Kenneth Fisher says to ignore those who are saying we are headed for a stock-crushing deflationary environment. (more…)
Author: Validea
Yardeni Sees Expansion And Bull Continuing -- But Valuations A Concern
Top strategist Ed Yardeni thinks it could be a while before we see the end of this economic expansion — and by extension the bull market. But he also says…
Gabelli Talks Trucking, Media, Pets, And More
Top value investor Mario Gabelli says he is high on media stocks and equities exposed to European trucking. (more…)
What's More Important: Fees & Taxes, Or Asset Allocation?
In his latest book, “Global Asset Allocation: A Survey Of The World’s Top Investment Strategies,” Meb Faber examined the asset-allocation approaches of several renowned investors. His findings indicate that you…
Here's Why You Shouldn't Overlook A Struggling Business
In an excellent recent interview with The Investors Podcast, quantitative guru Tobias Carlisle talks about the powerful force of mean reversion in the stock market and economy, and offers a…
Listen To Buffett On Buybacks
A myriad of companies in recent years have touted the fact that they’ve been buying back their own shares to increase shareholder value. But in a recent piece for Forbes.com,…
Sonders: Pullback Risk Elevated, But Don't Worry About Economy
Charles Schwab’s Liz Ann Sonders says that the risk of a correction is elevated, but she thinks the bull market is still in tact. (more…)
Bearish Faber Likes US Blue Chips -- Sort Of
Marc Faber — known as “Dr. Doom” — says US blue chips look like a good option relative to some other investments right now. But that doesn’t mean he’s changed…
El-Erian: US Job Gains Impressive, But European Stocks To Outperform
Mohamed El-Erian says that while the latest jobs report isn’t perfect, it is “wow”-worthy — and that could actually mean US stocks will lag European equities in the short term.…
Don't Throw In The Towel On Foreign Stocks
US stocks have left foreign equities in the dust over the past two years. But Validea CEO John Reese says that doesn’t mean you should put all your eggs in…