Charles Schwab Chief Investment Strategist Liz Ann Sonders says the recent rise in bond yields doesn’t mean stocks are headed for trouble. When rates start to rise, Sonders says, “the real…
Author: Validea
Ritholtz: It's Not Just About The Fed
Barry Ritholtz of FusionIQ and The Big Picture blog says that investors need to realize that, while the Federal Reserve is getting all the attention, other factors are also driving…
Keep It Simple (But Not Too Simple)
Listen to many market pundits and prognosticators, and they will make the stock market seem like a completely understandable world that, with time and dedication, can be mastered. But in…
Why Are Bond Rates Rising?
Long-term interest rates have been rising, and on his New York Times blog Paul Krugman offers his take on why. Krugman says an increase in long-term rates usually results from…
The Fed & The Equity Risk Premium
While the equity risk premium is currently quite high by historical standards, New York University professor Aswath Damodaran says that might not be an indication that stocks are cheap. In…
Fisher: Ignore The Pundits -- And Sentiment Surveys
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…
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,…