Columnist and money manager Doug Kass says that while more and more investors seem to be jumping on the bullish train, he’s getting more bearish. “Despite nearly no one willing…
Author: Validea
Buffett Passes on Gold; Continues to Bet on U.S.
While gold has been reaching new high after new high, Warren Buffett isn’t intrigued by the precious metal. “Gold really doesn’t have utility,” Buffett said at Berkshire Hathaway’s annual meeting,…
Fisher Says Shiller P/E Not a Helpful Timing Tool
In an interview with Steve Forbes, Kenneth Fisher says that dollar-cost averaging isn’t a smart strategy over the long run, and says the increasingly popular 10-year “Shiller” P/E isn’t a…
Guru Strategy Rating Changes: JNJ, LLY on Move
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Buffett Still Worried on Inflation
Warren Buffett says he’s still worried about inflation, and says, contrary to what many believe, inflation can occur even if the economy is operating with significant excess capacity. “I don’t…
U.S. to Get Younger -- and Older -- over Next Decade
In his latest MarketWatch column, Mark Hulbert takes a look at some interesting demographic trends and predictions that could impact stock market moves over the next decade. “For years now,…
The O'Shaughnessy Method: Growth and Value
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has…
Ritholtz High on U.S. Stocks -- For Now
Barry Ritholtz of FusionIQ and The Big Picture blog says he’s 90% long on stocks right now, mostly in the U.S. Ritholtz tells CNBC that a lot of his optimism…
Buffett-Type Picks from North of the Border
In his latest “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl takes a look at some Warren Buffett-type stocks, with help from Validea CEO John Reese’s Buffett-based Guru…
Grantham: World in Midst of Huge Commodities "Paradigm Shift"
GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon,…