While most investors feel crushed when major bear markets hit, Rob Arnott says that they are missing a key point that turns conventional thinking on its head. In a piece…
Author: Validea
El-Erian: Be Cautious Amid Global Slowdown
PIMCO’s Mohamed El-Erian says the recent U.S. jobs report is very worrisome. El-Erian tells PIMCO that it’s part of a trend in which “every major part of the global economy…
Top Newsletter Cautious, But on the Prowl
One of the top-performing investing newsletters is being very cautious, holding a high amount of cash while searching for opportunities amid the recent market sell-off. “We’re not in any rush…
Tech Sector Standouts -- Without the 'A-Word'
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese looks at some top picks in the tech sector — with one very notable and intentional omission.…
Herro: Don't Fear All European Banks
Top fund manager David Herro says the European debt crisis doesn’t mean investors should avoid European financials. In fact, he says the fear surrounding the crisis has created several bargains…
Doll Thinks Euro Debt Crisis Will Be Contained
Blackrock’s Bob Doll says he continues to believe the European debt crisis will be contained, and says the stock market’s recent troubles have made for some good buying opportunities. “There…
Mobius Turns to Africa
Templeton Asset Management’s Mark Mobius is finding a good deal of value in a place not known for great investments: Africa. Mobius tells Investors Chronicle that he’s high on telecoms,…
Shiller Worried More Housing Declines Ahead
Yale Economist Robert Shiller says the long decline in housing prices may not be over yet. “Home prices show a lot of momentum; they’re not like the stock market.…
The Lynch Strategy: Still Beating the Market Two Decades after Magellan
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 Peter Lynch-inspired strategy, which has averaged annual…
Herro: Great Time to Be a Bottom-Up Investor
While it seems that all of the investment world is fretting over Europe’s debt woes, top fund manager David Herro of Oakmark is seeing a big opportunity. “As we all…