Top strategist Liz Ann Sonders of Charles Schwab says she continues to think the U.S. will avoid a recession, thanks in part to a continuing “manufacturing renaissance”. “Part of the…
Author: Validea
Unlikely Duo Both Like Stocks Over Bonds
Two very different strategists — the bullish Wharton professor and author Jeremy Siegel and the often-bearish Marc Faber of the Gloom, Boom & Doom report — both prefer stocks over…
Gross on the Financial System's "Breaking Point"
Bond guru Bill Gross says the monetary system that the world has used for the past four decades is in danger of hitting a “breaking point” amid a sea of…
Tilson on Handling Short-Term Trouble
Value fund manager Whitney Tilson, who has a solid long-term track record but has struggled over the past month, recently talked with CNBC about how to handle short-term losses. Tilson…
Ritholtz Likes Consumer Staples, Says Secular Bear Still in Effect
Barry Ritholtz of FusionIQ and The Big Picture blog says the recent market turmoil is part of a secular bear market that began in 2000. Ritholtz tells Bloomberg that he…
Ignore the Mudslinging -- History Says Election Means Stocks Will Rise, Fisher Says
With the Presidential Election only five months away, expect the rhetoric and mudslinging to escalate. And Forbes‘ Kenneth Fisher has some advice for investors who are getting sucked into the…
Arnott on the Courage to Rebalance
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…
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.…