While the U.S.’s budget problems have been a subject of much worry in recent years, Charles Schwab Chief Investment Strategist Liz Ann Sonders says good news has developed on that…
Author: Validea
Cooperman Sees Possible Correction, But Still Finding Values
Hedge fund guru Leon Cooperman thinks stocks may be headed sideways, or into a correction. But he’s still finding value in individual companies. “I wouldn’t be surprised personally if the…
Hulbert: Buy and Hold Still Wins
If you’ve spent time lately trying to figure out when the four-plus-year bull market will come to an end, Mark Hulbert has a message for you: Stop kidding yourself. “The…
Want Income? You Don't Have to Look Far
With fixed-income yields still exceptionally low, where should investors go to find income? The Wall Street Journal’s Jason Zweig says they may want to look no further than their own…
Nygren: Stocks Still Attractive
Have rising bond yields made stocks less attractive? No, says top fund manager Bill Nygren of Oakmark. In his second-quarter client letter, Nygren discusses the “Dividend Discount Model” his firm…
Fisher-Inspired "PSR" Strategy Still A Market-Beater
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 Kenneth Fisher-inspired strategy, which has averaged annual…
El-Erian: U.S. Improving, But "Not At Escape Velocity"
PIMCO’s Mohamed El-Erian says the U.S. economy is improving, but still has big issues to deal with. “We continue to heal … but we’re not at escape velocity,” El-Erian tells…
Siegel: Taper Already Baked Into Stocks
Wharton professor and author Jeremy Siegel thinks the Federal Reserve will begin tapering its bond-buying program in September, and he thinks the move is already baked into stock prices. Siegel…
Reese on the Cash Conundrum
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at what happens when investors get to cash happy. Looking at data from Blackrock,…
Fisher: Don't Worry, Keep Buying
Kenneth Fisher says that investors need to stop worrying, and that the bull market is only halfway done. “Scandals in Obama-nation; China’s tepid growth; Europe’s lingering woes; stocks up too…