Hedge fund guru Barton Biggs says recent economic data is very encouraging, and says he expects the market to continue climbing a Wall of Worry. Biggs tells Bloomberg that he…
Author: Validea
Paulsen: Rising Confidence to Spur Economy
Wells Capital Management Chief Investment Strategist James Paulsen says corporate leaders are now feeling more confident in the economy, and he expects they’ll be acting more aggressively in putting cash…
Fisher Likes Large Caps -- Really Large Caps
In an article in London’s Telegraph, Kenneth Fisher offers an interesting take on large-cap stocks. “I think the time of small-cap dominance is over,” Fisher said. “There will be a…
Normally Bearish, Top Forecaster Now Sees Good Times for U.S.
An economist who foresaw the Asian crisis back of 1998, the Internet bubble of the early 2000s, and the recent housing bubble has a very upbeat view on the U.S.…
Muhlenkamp "Near Fully Invested"
In his year-end letter, Ron Muhlenkamp says that, after being cautious for most of 2010, he gained confidence in the U.S. economy toward the end of the year and is…
Shiller: U.S. & European Markets Overvalued
Yale economist Robert Shiller says he thinks U.S. and European stocks are overvalued. “I would say the market is overpriced based on fundamentals,” Shiller tells CNBC. “The Dow [reaching] 12,000…
A Guru-Inspired Look at Top Canadian Stocks
In Canada’s Globe and Mail, David Parkinson takes a look this week at Validea Canada’s guru-inspired investment strategies. “One of the problems with pursuing a specific investing strategy — even…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a…
Roundtable: Gabelli, Gross, Faber, and Others Weigh In
Barron’s recently published the first part of its annual roundtable, with ten strategists — including Bill Gross, Mario Gabelli, Abby Joseph Cohen, and Marc Faber — offering their takes on…
Guru Strategy Rating Changes: McDonald's Rising, GE Falling
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…