Lakshman Achuthan, the managing director of the Economic Cycle Research Institute, says a consumer revival is providing a big boost to the economy, and says the recovery is no longer…
Author: Validea
Sonders on Housing, Unemployment, and GDP
Housing played a huge role in the 2008 market crash and “Great Recession”, and in her latest market commentary Charles Schwab Chief Investment Strategist Liz Ann Sonders offers some interesting…
Winters, Biggs on Where the Market Is Headed
Two top money managers, David Winters and Barton Biggs, are sounding bullish on U.S. stocks. Winters, whose mutual funds have excellent long-term track records, told Bloomberg that benchmark indexes may…
Faber: Inflation Should Lead U.S., Europe to Outperform EMs in 2011
Marc Faber says that, in large part because of inflationary pressures, the U.S. and European markets should outperform emerging markets this year. “We have money printing around the world and…
Mobius: Emerging Markets Still Attractive; Looking Closely at Ukraine
Emerging markets guru Mark Mobius says that emerging markets remain attractive, though inflation and sovereign debt are two factors that could impact global growth. “The rise in emerging market equity…
Tepper Likes U.S., High on Semiconductors
In a wide-ranging interview on CNBC, hedge fund guru David Tepper offered his take on the market and particular sectors, industries, and asset classes. Tepper says the U.S. stock market…
2010 Guru Report: Piotroski Approach Leads Way With 55% Gain
While 2010 was a good year for the broader stock market, it was an even better year for John Reese’s Validea.com Guru Strategies. For the full year, Reese’s guru-inspired 10-stock…
Oberweis: Small-Cap Growth Rally Not Over
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have experienced a big rebound in the past two years, they have plenty more room to run, Canada’s Globe and…
Hulbert on Which Industries to Watch
While 2010 was a year in which economic worries abounded and fears of a double-dip recession were sky-high, an unlikely sector led the market’s gains: consumer discretionary firms — i.e.,…
Zweig on Cloudy Forecasts
While scores of analysts and strategists have been offering their 2011 forecasts about how much the S&P 500 will gain or lose, how much gross domestic product will grow or…