Yale Economist and housing guru Robert Shiller says that he doesn’t think the U.S. housing market is in “boom territory”, but he does compare the current environment to the start…
Author: Validea
Here, There, and Everywhere -- Value Wins
Think value is overrated? Think again. In a recently released Swiss Finance Institute Research Paper, Nilufer Caliskan and Thorsten Hens of the University of Zurich looked at value and growth…
J. Zweig: You Should Welcome Market Declines
Most investors are jittery thanks to the stock market’s recent troubles. But Jason Zweig says long-term investors should be happy about the declines — and hope for more. “Investors should…
Inflation: Maybe Not Today, Maybe Not Tomorrow, But Soon -- And For The Rest Of Your Life
Inflation has been tame in recent years. But history shows that’s unlikely to continue forever — and that has major consequences for your portfolio. The chart below from BlackRock shows…
Fisher: Don't Be Myopic; Bull Far From Over
Kenneth Fisher thinks we’re still in the middle of a bull market, and that most investors are thinking too myopically — and don’t understand quantitative easing at all. Fisher tells…
Reese on a Small-Cap with Big Potential
In his latest column for Seeking Alpha, Validea CEO looks at an unloved small-cap stock that he thinks has big upside. “As Warren Buffett says, the best time to be…
Don't Limit Your Growth Opportunities
Steve Wymer, whose Fidelity Growth Company Fund is in the top 5% of funds in its Large-Cap Growth category over the past 15 years, says he doesn’t limit himself to…
Top Guru Bullish On The Great White North
Top strategist Kenneth Fisher says that hedge fund managers who’ve been fleeing Canadian stocks are making a big mistake. “A growing number of funds are betting that Canada’s commodity-based economy…
Tepper Still Says Tapering Is A Good Thing
While others are fretting about the possibility of the Federal Reserve tapering its asset-purchasing plan, hedge fund guru David Tepper says tapering efforts would actually be good news. “All the…
Ritholtz On "Ex-Post Facto Market Rationale"
While many market commentators were blaming Thursday’s declines on fears of the Federal Reserve tapering its asset-purchasing program, Barry Ritholtz is skeptical — and says the attempts to explain the…