Top strategist Kenneth Fisher says that when it comes to stock market and economic forecasters, the best thing you can do is ignore them. “All this is more proof that…
Author: Validea
El-Erian On How Japan Impacts The Bond Market
PIMCO’s Mohamed El-Erian says what’s happening in Japan is key to what will happen with the bond market in the U.S. El-Erian tells CNBC that the latest stage of the…
Sonders On The Manufacturing & Energy Renaissance
Charles Schwab Chief Investment Strategist Liz Ann Sonders says pessimism is still dominating the market — and that has her feeling bullish. “It is shocking that four years into a…
Reese On The "Brady Bunch Market"
In his latest column for MSN’s Top Stocks, Validea CEO John Reese says there is a “Brady Bunch” dynamic developing among value stocks. “If you’re a fan of the classic…
Buffett Making Moves
Warren Buffett’s Berkshire Hathaway has made a couple moves this week, acquiring a large power company and a small daily newspaper. Berkshire subsidiary MidAmerican Energy is buying the power company,…
The Graham-Based Strategy: 300%+ Returns Since '03
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…
Sonders On How The Market Keeps Rising
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that “traditional supports” remain in place to back the stock market’s recent gains, and also notes that some non-traditional supports are…
Herro: EMs Too Pricey
Top fund manager David Herro, who benefited from emerging market stocks in the 2000s, is now finding little opportunity among them. “It all has to do with price,” Herro tells Bloomberg.…
To Buffett, Growth Is Value
In the latest issue of Forbes magazine, Validea CEO John Reese says that good investors — including Warren Buffett — don’t get fooled into playing the “growth vs. value” game.…
Dalio: Cash and Bonds "Terrible" Plays Right Now
Hedge fund guru Ray Dalio says cash and bonds are both “terrible” investments right now. Dalio tells CNBC that with interest rates kept artificially low by the Federal Reserve, investors…