Newsletter guru Jim Oberweis, whose China fund is in the top 1% of funds in its class over the past one, three, and five years, according to Morningstar, says investors…
Author: Validea
Think Globally To Reduce Risk
While many investors think U.S. stocks are safer than their global peers, they may well be wrong, says The Wall Street Journals Brett Arends. (more…)
Fisher: It Sounds Crazy, But ...
Worried about the U.S. economy? Emerging markets? Europe? Kenneth Fisher says not to focus on short term problems, but instead the enormous long term potential he sees in play. “Forget…
Sonders On Weather, Inflation, And The Fed
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks the market’s recent turnaround has more to do with a belief that weather has been behind some weak economic…
Hussman: Margin Argument Doesn't Hold Water
Could historically high profit margins be the result of more foreign profits, making the high margins a new reality rather than anomaly? Fund manager John Hussman says the data says…
Buffett Not Deterred By Ukraine Troubles
The ongoing trouble in Ukraine has been a daily worry in the stock market news. But Warren Buffett says it’s not impacting his approach. Asked if talk of potential world…
Ritholtz: Outcomes Sell, But Process Wins
Are you an outcome-oriented investor, or a process-oriented investor? Barry Ritholtz says he’s the latter, and you should be too. (more…)
Rosenberg: Inflation Is Coming
Once a major worry amid the Federal Reserve’s massive quantitative easing program, inflation seems to have taken a back seat in investors’ minds. But top economist David Rosenberg says not…
Buffett: Real Estate Deals Offer Stock Investing Lessons
Warren Buffett will release his 2013 year-end letter to Berkshire Hathaway shareholders tomorrow, but the Oracle of Omaha has already released a particularly intriguing excerpt in Fortune magazine focusing on…
The Graham Strategy: An Oldie, But A Very, Very Goodie
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 Benjamin Graham-inspired strategy, which has averaged annual…