Top analyst David Rosenberg has been very bearish on the U.S. economy, and he hasn’t changed that stance. But he is seeing a ray of hope for stocks. “My fundamental…
Author: Validea
Food Stocks for Lynch and O'Shaughnessy to Munch On
With incomes rising in several large emerging markets like China and India and food prices moderating, a number of food-related companies are looking attractive right now, says Validea CEO John…
Woodford: Europe on Verge of Recession
Top U.K. fund manager Neil Woodford says Europe is on the verge of recession, and continues to see tough times ahead for the developed world. “The increasingly tough economic outlook…
Sonders: Optimistic Despite "Cacophony of Naysayers"
While many continue to worry that the European debt crisis will topple the U.S. stock market, Liz Ann Sonders — whose calls on the start and end of the Great…
Siegel on Dividends -- and Why So Many Missed the Crash
Author and Wharton Professor Jeremy Siegel says dividends could — and should — be coming back into favor. In an interview with The Motley Fool’s Morgan Housel, Siegel discusses the…
What Worked In 2011
Growth and momentum strategies in general ruled the day in 2011. And in a recent RealMoney column, Validea CEO John Reese looks at two growth- and momentum-oriented strategies that performed…
The 90% Debt/GDP Threshold: Reality or Myth?
Over the past year-and-a-half, many prominent strategists have cited the research of Carmen Reinhart and Kenneth Rogoff in contending that the U.S. will be in big trouble if its debt-to-GDP…
Herro's Reasons for Optimism
Oakmark’s David Herro says that despite a tough year for his funds (which still have very strong long-term track records), he remains “extremely confident about the medium- and long-term future.”…
Shiller: Stimulus Worked -- Now We Need More
Yale Economist Robert Shiller says the focus on austerity by governments around the world is similar to what happened late in the Great Depression — and he says such a…
Are Some Markets Less Efficient?
While fund managers often say they add value for investors in smaller, lesser known markets because those markets are inefficient, The Wall Street Journal’s Jason Zweig says the data shows…