Hedge fund guru Barton Biggs has turned bearish, saying he thinks the odds of a recession in the first half of 2012 have increased to about 60%-70%, and that the…
Author: Validea
Winters On How To Tap Into EM Growth, And Limit European Risk
Top fund manager David Winters says he’s finding value in Western companies with exposure to emerging markets, the type of companies that have helped his Wintergreen fund produce strong returns…
Buffett On The Prowl in Japan
Warren Buffett is looking for investment opportunities in Japan, saying that neither the huge earthquake that devastated the country earlier this year nor the recent scandal surrounding Olympus Corp. have…
Keeping Confirmation Bias at Bay
As emotional creatures, human beings are prone to a multitude of behavioral biases that can help them in daily life, but hurt them badly in the investing world. Even the…
The Gurus Go Drilling for Oil (and Gas)
In his latest column for Forbes.com, Validea CEO John Reese takes a look at several stocks from the oil and gas industry. “When it comes to big oil and gas…
Fisher: Buy on Fear
Kenneth Fisher says that fears of a eurozone collapse and a double-dip recession in the U.S. continue to be overblown, and thinks stocks are positioned well heading into 2012. “Sentiment…
Focus on Facts, Not Fear, Says Rogers
In his latest Forbes column, John W. Rogers Jr. stresses the importance of staying rational amid market turbulence, and says he’s bullish on the financial sector because investors have been…
Cooperman, Gabelli, Whitman Talk Value
The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com…
Mobius Not Worried about Europe; High on Commodities
Emerging markets guru Mark Mobius says he’s not too worried about Europe’s financial woes triggering a global recession. “We just don’t see any cause for alarm in the sense of…
O'Shaughnessy: Look to Consumer Staples
Quantitative strategy guru James O’Shaughnessy says that he’s finding value in consumer staples, and that history shows the sector is actually one of the best places to look in most…