Barry Ritholtz of FusionIQ and The Big Picture blog says he expects the market rally to continue into the first quarter of 2011, though he sees risks accumulating over the…
Author: Validea
De Vaulx Talks Economy, Wal-Mart, and Margins of Safety
Top value manager Charles De Vaulx recently discussed some areas of the market he’s high on in an interview on Bloomberg Television. De Vaulx says he’s cautious about the current…
Dreman: Fed Laying Groundwork for "Serious" Inflation
In his latest Forbes column, David Dreman bashes Federal Reserve Chairman Ben Bernanke, and says it’s likely that the Fed’s continued quantitative easing will lead to “serious inflationary repercussions for…
Guru Strategy Rating Changes: Foreign Stocks 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…
Birinyi Sees Huge Jump Coming for Stocks
Strategist Laszlo Birinyi was ahead of the curve in calling the big market rally that started in March of 2009. Now, he says the bull run has a ways to…
Lowest of the Low-P/E Firms Post Big Outperformance
Numerous contrarian investment strategies have a track record of solid performance. But just how well — or poorly — do the most unloved stocks in the market fare? According to…
How the World Might Look in 2050
How will the economic world look in 40 years or so? A new report from banking giant HSBC, entitled “The World in 2050”, takes aim at that question, and comes…
Siegel vs. Shiller on Economy
What’s ahead for the economy in 2011? Economists Jeremy Siegel and Robert Shiller have two different takes on that question. The two top economists shared their views on NPR’s On…
Doll Sees S&P 1350 by Year-End
Blackrock’s Bob Doll says he thinks the S&P 500 is going to rise to 1,350 — and probably higher — by the end of 2011. Doll tells Bloomberg that he…
ECRI Chief: Growth "Revival" Coming Soon
Lakshman Achuthan, the managing director of the Economic Cycle Research Institute, says recent economic data puts the “nail in the coffin” of the double-dip recession fears, and says he expects…