As America’s debt has ballooned and its debt/GDP ratio has risen, many critics have pointed to the work of Carmen Reinhart and Kenneth Rogoff as cause for alarm. The two…
Author: Validea
Why Goldman Raised Its Outlook For Stocks
Goldman Sachs has upgraded its outlook for stocks, and Senior U.S. Investment Strategist Abby Joseph Cohen says that’s in large part because a good deal of the current concerns are…
Three Investing Themes For The Rest Of 2013
John Linehan, who heads T. Rowe Price’s U.S. equity division and co-manages its top-performing institutional large-cap value fund, says investors shouldn’t try to time the market, and instead should focus…
Sonders On The Bond Bubble
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that, while we’re probably past the low point for interest rates, she’s not expecting a big spike in rates in the…
Rosenberg: Good News Behind Jobs Numbers
The often-bearish economist David Rosenberg is actually seeing some bright spots for the U.S. economy. Rosenberg tells Yahoo!Finance’s Daily Ticker that labor demand is rising, and firings are at an…
Mobius: Don't Wait To Buy Stocks
Templeton Asset Management’s Mark Mobius says he remains high on China, despite the recent disappointing GDP report from the Asian giant. “The new administration in China is now just getting its…
Ned Davis' Keys To Good Investing
Ned Davis Research provides some of the most interesting data and analysis you’ll find in the stock market, and in a recent interview with The Big Picture’s Barry Ritholtz, Ned…
Ride The Rails And The Big Rigs With The Gurus
In his latest column for Seeking Alpha, Validea CEO John Reese says his Guru Strategies are high on a number of transportation stocks right now. “Given all of the economic…
Dreman: Stocks And Housing Are Places To Be
Contrarian guru David Dreman remains concerned about major inflation, and says investors should thus focus on stocks and the housing market. In a column for Forbes, Dreman says that economic…
Sonders: Market's Rise Justified
Charles Schwab Chief Investment Strategist Liz Ann Sonders’s thinks the big recent gains for the stock market have been justified. “I don’t think we’ve come too far too fast, nor…