Bill Gross says PIMCO’s strategy is pretty simple: Buy what the Federal Reserve and other central banks are buying. “We continue to anticipate what the Fed is buying,” Gross recently…
Author: Validea
Is the Bond Bull Over? Maybe Not
Has the bond market reached a peak? Not if history is any guide, says MarketWatch’s Mark Hulbert. Hulbert recently looked at the average bond market exposure for bond market timers…
Mobius High on Coal
Templeton Emerging Markets Group’s Mark Mobius says he’s bullish on Chinese coal companies. “These companies are not only mining but also producing power and the demand for power is insatiable…
The Schloss Approach: Patience and Simplicity
Though he didn’t get as much attention as some of his fellow Benjamin Graham disciples, Walter Schloss produced an impeccable investing track record. And, he did it with a simple,…
Fisher: Bull Only Halfway Done
While some are questioning whether the bull market is nearing its end, top strategist Kenneth Fisher says the bull is only halfway done. “People are optimistic about their own lives,…
Buffett's Berkshire Exercises Warrants
Warren Buffett’s firm is buying, thought its target isn’t much of a surprise. Buffett’s Berkshire Hathaway has exercised the warrants it obtained back in May on Media General Inc. shares,…
Bogle: China "Sinking", U.S. Best Developed Market
Vanguard founder Jack Bogle says the U.S. is faring better than the rest of the world, and that China’s economy is “sinking quite a bit” right now. “The fact of…
Paulsen: Rally Has Legs
Wells Capital’s Jim Paulsen thinks the stock market’s recent climb has more to do with improving fundamentals than Federal Reserve policies — which means the rally could have some powerful…
Top Forecasting Model Offers Bad News
Wondering how the stock market will do over the next 10 years? MarketWatch’s Mark Hulbert says one pretty reliable forecasting model has a disappointing answer. Hulbert says that the model…
Gabelli Talks Stocks, Election, Economy
Top value investor Mario Gabelli is finding value in the market, but he’s concerned about the “three Fs”: food, fuel, and the fiscal cliff. In a Bloomberg interview, Gabelli talks…