The European debt crisis and America’s own debt troubles are keeping many investors away from stocks. But author and Wharton Professor Jeremy Siegel says the odds are in favor of…
Author: Validea
Reese: Latin America Offering Big Bargains
Validea CEO John Reese says he’s finding a number of bargains in Latin America, an area where his Guru Strategies have had great success in the past. “When it comes…
Woodford: Deleveraging Is Coming; Focus on Dividends
Top U.K. fund manager Neil Woodford thinks the impact of the financial crisis will be felt for many more years and that the Western world is headed for a period…
Grantham's Firm Sees "Mother of All Bubbles" in China
Jeremy Grantham’s firm is taking a very bearish stance on China, believing the country is in a huge infrastructure and real estate bubble. “China is experiencing the mother of all…
Tilson: Big Value in Big Caps
Whitney Tilson is finding some of the best opportunities in the market in some of the market’s largest companies. “It’s one of the most attractive areas in the market,” he…
Mobius: A Lot to Like in Brazil
Templeton Asset Management’s Mark Mobius is bullish on Brazil, saying a number of factors are making the Latin American giant an attractive spot for investors to look. “The country’s motto…
Fisher: PIIGS Won't Stop Market This Year
Kenneth Fisher says the European debt crisis won’t be enough to stop the stock market in 2012, and expects a big up year for stocks. “Volatility spooked investors in 2011,…
Krugman: Don't Let Up On Unemployment
Economist and Nobel Laureate Paul Krugman says the recent jobs data is encouraging — but that it is not cause to stop major efforts to spur job growth. “For once…
GMO High on Quality & Value, Sour on Bonds
Jeremy Grantham’s GMO has published its fourth-quarter update, offering a contrarian position on Europe and outlining its strategies as we head into 2012. The firm says it moved “incrementally into…
Looking for Safety? Try Mega-Caps, Not Bonds
While investors have piling into Treasury bonds and gold in a quest for safety, they’ve been avoiding some of the market’s biggest, steadiest stocks. And that’s created some big bargains…