Warren Buffett’s firm is continuing to bet on a recovery in the U.S. housing market, with one of its subsidiaries taking the lead in managing a new residential real estate…
Author: Validea
Herro Talks Europe, Japan, and China
Oakmark’s David Herro says he’s finding opportunities in beaten-down shares in Japan and Europe, but is wary of Chinese stocks. Herro tells Barron’s that Japanese stocks are extremely cheap, and…
El-Erian on Sandy's Economic Impact
Just what impact will Hurricane Sandy end up having on the economy? PIMCO’s Mohamed El-Erian recently tackled that question in a piece for CNBC.com. One of El-Erian’s key points was…
Icahn Finding Value in Netflix
While Netflix shares have been pummeled over the past year-and-a-half, hedge fund guru Carl Icahn is betting on them to rebound, perhaps due to Netflix’s attractiveness as a takeover target.…
What Bogle Sees For Stocks & Bonds In The Next Decade
Vanguard Founder Jack Bogle says he expects stocks to earn real returns of about 4.5% per year for the next decade, and bonds to earn virtually no real return. Bogle divides returns…
Grantham Keeping Head Down Amid Headwinds
In an interview with Charlie Rose for Bloomberg BusinessWeek, GMO’s Jeremy Grantham says he’s going to be quite cautious in 2013. “I am going to be careful, particularly for the…
Cooperman Growing Less Bullish on Stocks, But Sees Few Alternatives
Hedge fund guru Leon Cooperman has become a bit less bullish on stocks, though he thinks they are still the best asset class available for investors. Cooperman tells CNBC’s Larry…
PIMCO Boss: Years of Balance Sheet "Rehabilitation" Ahead
PIMCO Chief Operating Officer Doug Hodge says that monetary easing alone isn’t enough to repair the U.S. economy, and that America is “in for a slow period of balance sheet…
Oberweis: Follow Ben's Lead
Newsletter guru Jim Oberweis says that investors can make some nice profits by following the Fed. “Government policies shape markets, turn winners into losers and, unfortunately, can distort the invisible…
Stocks For An Obama -- Or Romney -- Presidency
In his latest article for Nasdaq.com, Validea CEO John Reese says that investors shouldn’t let speculation about who is going to win the Presidential election affect their investment decisions. “So…