In his latest Forbes column, Kenneth Fisher says that investors should not, as Peter Lynch once advised, “buy what you know”. Lynch said that investors could get a leg up…
Author: Validea
Hulbert: Contrarian Analysis Says Beware
Contrarian analysis has done a good job of predicting recent market moves, says MarketWatch’s Mark Hulbert, and right now the contrarian take is flashing a warning signal. “Stock market timers…
Low Risk, High Reward?
While riskier stocks often catch investors’ eyes, Validea CEO John Reese says that stocks considered safe and boring often produce the best returns. “For decades, the investment world operated under…
Ritholtz: "Definancialize" The Economy
Would the Glass-Steagall Act have prevented the 2008 financial crisis and its fallout? Barry Ritholtz says no — but he says the crisis would likely have been far more manageable…
Siegel Fires Back, Countering Gross
Wharton Professor and author Jeremy Siegel says Bill Gross’ claim that the cult of equities is “dead” and that the 6% to 7% annualized real returns for stocks over the…
Oberweis: Now Is The Time To Buy Growth
Many investors have been loading up on big, high-dividend stocks lately, but newsletter guru Jim Oberweis says they are making a mistake. “Although gut instinct may lead you to avoid…
Grantham: Act Now, Or Food Crisis Could Be Devastating
GMO’s Jeremy Grantham says the world is well into a food crisis that isn’t likely to abate, and that it will have huge sociological, governmental, economic, and investment repercussions. “We…
A Gross Miscalculation?
Bill Gross’ recent argument that the cult of equities is dying included one significant flaw, Henry Blodget writes on Yahoo! Finance’s Daily Ticker. “Even brilliant people occasionally make boneheaded mistakes,…
Gross: Cult of Equity "Dying"
PIMCO bond guru Bill Gross says the “cult of equity is dying”, and that future stock returns cannot be as high as they’ve been historically. In his latest investment commentary,…
Doll, Sonders Sounding Cautiously Optimistic
Blackrock’s Bob Doll says current market valuations are providing a cushion that will help buoy the stock market even if earnings aren’t great. “I don’t need great earnings for stocks…