Hedge fund guru Barton Biggs, who had been reducing equity exposure late in the summer months, has recently reversed course and has continued to up his exposure since the announcement…
Author: Validea
Gross & El-Erian See Weak Growth, and the Need for Gov't Spending
In a rare joint interview, PIMCO’s Mohamed El-Erian and Bill Gross say that the US will continue to experience slow growth because of structural problems with the economy, and that…
Zweig on the "Optimism Bias"
On the Wall Street Journal’s “Total Return” blog, Jason Zweig highlights research that indicates human beings have an “optimism bias” — that is, we learn more from our successes than we…
Romick Finding Value in Large-Caps
Top-performing fund manager Steven Romick, who often targets smaller stocks, is finding that the current market environment has larger stocks looking attractive because of their valuations. “We think owning good,…
De Vaulx Likes Japanese & European Firms
Top value investor Charles de Vaulx is high on Japanese stocks and stocks of European companies with global exposure. De Vaulx tells Bloomberg that there are a lot of strong…
The Strategy Behind Buffett's Success
In an interview with CNBC, Validea CEO John Reese talks about his Warren Buffett-inspired strategy, and some stocks it’s high on right now. Reese explains how his model uses Buffett-based…
Election Year A Bullish Sign? Maybe Not
Contrary to popular belief, Mark Hulbert says the notion that stock market returns are strong in the years of presidential elections is wrong. In a recent MarketWatch column, Hulbert comes…
Tilson: Plenty of Values Right Now
Whitney Tilson says the U.S. economy is in better shape than most people think, and he is finding big value in a number of prominent companies’ shares. “The U.S. has…
Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors
Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap…
Ritholtz: Government Should Focus on Infrastructure
Barry Ritholtz says that America needs to undertake a major infrastructure repair and rebuilding program, which would stimulate the economy and provide a number of other benefits. “We have allowed…