Charles Schwab Chief Investment Strategist Liz Ann Sonders says Congress’ inability to deal with the U.S.’s “fiscal cliff” is preventing rallies in the stock market — and leading to the…
Author: Validea
Top International Managers Staying Defensive
Two international mutual fund managers with stellar long-term track records, Tom Forester and Robert Wyckoff Jr., have been continuing to beat the market recently using defensive approaches. Forester has outperformed…
Gross Sees Anemic Growth for Next Decade
PIMCO bond guru Bill Gross thinks the U.S. economy will grow at a 1.5% pace over the next decade, far below its historical norm. “Slower growth means lower returns on…
Einhorn Says Fed Should Raise Rates
Hedge fund guru David Einhorn says the Federal Reserve’s near-zero interest rate policy is counterproductive, and says it should raise rates to help the economy. Einhorn tells CNBC that low…
Boring Stocks, Big Returns
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at new research that shows “boring”…
ECRI Says U.S. In Recession
Lakshman Achuthan of the Economic Cycle Research Institute says the U.S. economy is in recession. Achuthan, who had been forecasting a recession by mid-2012 for the past several months, tells…
Looking for Safety? Don't Turn to Bonds, Nygren Says
Top fund manager Bill Nygren says investors who are dumping stocks in favor of bonds in an effort to lower the risk in their portfolio are using erroneous logic. In…
Sonders on "Shiny Objects" in the Wreckage
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while concerns abound in the economy — including a new “monetary cliff” that has resulted from the Federal Reserve’s recent…
Mobius on the Lure -- and Risks -- of Frontier Markets
Templeton Asset Management’s Mark Mobius says a number of frontier markets across the globe are offering intriguing opportunities for investors — but that patience is a must for those who…
Reese: Don't Shun Europe
In his latest column for Forbes.com, Validea CEO John Reese says that investors who have been fleeing Europe amid the continent’s debt crisis are overlooking some big bargains in European…