MarketWatch’s Mark Hulbert says that stock market sentiment has recently reached “dangerous proportions”, but also says that means little for longer term market performance. In a recent column, Hulbert said…
Author: Validea
Buffett: Make Silk Purses Out Of Silk
Warren Buffett is known as a value investor, and to an extent he is. But more than that, Buffett is a “high-quality” investor, and in a recent interview with Fortune…
Hedge Fund Guru: Stocks Are Still Cheap
While some are saying the stock market is getting a bit overheated, top hedge fund manager Ron Baron says equities remain attractive — and not just because of the Federal…
Buy It Like Buffett
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Warren Buffett-inspired strategy and portfolio,…
Guru-Inspired Oil Industry Stars
In his latest RealMoney column, Validea CEO John Reese takes a look at some top plays in an often turbulent industry that seems to be relatively calm these days: oil.…
Sonders Still Bullish, But Wouldn't Mind a Pullback
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks we are still in the middle of a secular bull market that began in 2009. Sonders tells FOX Business Network that…
Achuthan, ECRI: We're Still in Recession
Lakshman Achuthan of the Economic Cycle Research Institute continues to say that the U.S. is in a recession that began in the middle of 2012. Achuthan tells Bloomberg Surveillance that…
Fisher on Why You Shouldn't Fear a Recession
Fearful of a recession? Top strategist and Forbes columnist Kenneth Fisher says to take a step back and relax. In his latest column, Fisher talks about the recession-forecasting prowess of…
Reese on How to Be Like Buffett
In a recent interview with Business News Network’s Business Day, Validea CEO John Reese talks about his Warren Buffett-inspired “Guru Strategy” and Canadian Buffett-based portfolio, which is up nearly 30%…
Time to Ditch the Yale Model?
After a bad run of performance, is it time to scrap the alternative asset-heavy “Yale model” made popular by David Swensen? Yes and no, writes the Financial Times’ John Authers.…