Mohamed El-Erian says January’s jobs data was “very strong”, and may lead the Federal Reserve to start raising interest rates sooner than previously thought. (more…)
Author: Validea
The Unemployment Rate: One Tool, Or "Big Lie"?
Is the unemployment rate a “big lie”? Jim Clifton, CEO of polling service Gallup, says it is, but Fortune’s Chris Matthews says that’s just not true. (more…)
Reese on The US's New Industrial Revolution
In his latest column for Seeking Alpha, Validea CEO John P. Reese takes a look at American industrial stocks. (more…)
Sonders Growing Cautious, But Believes In The Bull
Charles Schwab’s Liz Ann Sonders says she’s grown a good deal more cautious on stocks over the past few weeks. (more…)
Buffett on Interest Rates, Yellen, and a Potential Acquisition
Berkshire Hathaway is working on a deal to buy a small Western European business, Warren Buffett told Fox Business Network’s Liz Claman in a wide-ranging interview. (more…)
Bogle Sees Subpar Returns for Stocks, But Few Alternatives
Jack Bogle says the market seems to be ignoring some big risks in the financial world, and he thinks stocks are poised for a below-average return over the next decade.…
Roundtable: Gross, Herro, Cohen And Others On What To Expect In 2015
A number of the world’s top investment strategists recently gathered for Barron’s annual roundtable to offer their thoughts on where the economy and markets are heading. David Herro, Abby Joseph…
Doll On The Dollar, Oil, And The Fed
A stronger dollar and falling oil prices tend to help the economy, but right now those two factors aren’t helping stocks, Nuveen’s Bob Doll says. (more…)
The Best Sector For The Long Haul Isn't What You Might Think
Every other issue of the Validea Hot List newsletter examines one the investing greats behind John P. Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy’s research…
The Small-Cap Effect Lives -- With A Twist
Small stocks have lagged their larger peers over the past decade. But does that mean the “small-firm effect” is dead? Not exactly, says Mark Hulbert in a recent Barron’s column. (more…)