Barry Ritholtz of FusionIQ and The Big Picture blog says that, despite what the doom and gloom crowd says, America is not in decline. Ritholtz tells Yahoo! Finance’s Daily Ticker…
Author: Validea
Mobius Bullish on Europe
Templeton Asset Management’s Mark Mobius says he is upping his exposure to European stocks, despite the continent’s lingering debt woes. “The stocks in the European countries have gone down excessively…
Reese: There's Value In Defense
Aerospace & defense stocks and those of other firms that rely on the government for their revenues are traditionally thought of as safe, defensive plays. Not today, however, with major…
Shiller: Housing Could Fall Further -- But Not By Much
Yale Economist Robert Shiller, who predicted the housing market crash, says he thinks home prices could fall further, but he doesn’t expect more major declines. Shiller tells FOX Business Network that…
Tilson on "Panicked Headline Investing"
In a recent interview with CNBC, Whitney Tilson talked about why his firm likes to invest in firms that are the subject of “panicked headline investing”. Tilson says that “we…
Hussman: Profit Margins Skewing Valuations
John Hussman, whose funds had strong long-term track records before getting hit hard the past few years, says those who contend stocks are cheap are way off base. “I can’t…
Fisher on Why Today Is Like the Early '90s
Kenneth Fisher says the market and economic environment right now are reminding him of the early 1990s, and says it’s a good time to buy stocks — selectively. “Let me…
Yacktman Still Focused on Quality
Top fund manager Donald Yacktman says that he’s sticking with high-quality stocks. Yacktman tells CNBC that his biggest holdings include Pepsi, News Corp., and Proctor and Gamble. He also says…
The Downdraft vs. The Flood
Investor sentiment has been on the rise for much of 2012, but Blackstone’s Byron Wien says it may not necessarily be the contrarian indicator it usually is. In a piece…
Paulsen likes EMs, Industrials, Financials
Wells Capital’s James Paulsen says he thinks investors would be wise to look at stocks in the emerging market, industrial, and financial areas of the market. In a radio interview,…