While few have noticed, the U.S. has now reached pre-recession gross domestic product levels, says one top strategist who is bullish heading into 2011. In a recent MarketWatch column, Mark…
Author: Validea
Fisher: 2011 a Year of the "Alpha Bet"
Kenneth Fisher says 2011 is “likely to be very frustrating for bulls and bears alike”. Fisher says the last few years have been years of betting on beta — broad…
Sonders Optimistic on 2011
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s optimistic on both the economy and stock market heading into 2011. Sonders tells WNYC News that she thinks people will…
Guru Strategy Rating Changes: Chinese Firms on the 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…
Yacktman, Stattman Still High on Big Blue Chips
Several top value managers who keyed on large stocks — to their portfolios’ detriment — in 2010 are continuing to focus on big blue chips as we head into 2011.…
How to Create Stimulus Without Adding Debt
Yale economist Robert Shiller says the U.S. shouldn’t forget that it is possible to provide more economic stimulus without actually adding more debt. In an op-ed piece for The New…
Bogle on Fundamentals vs. Emotions
Vanguard founder Jack Bogle recently offered his take on where the market and economy are headed, saying that he thinks stocks should gain about 7% per year in the next…
Navellier, Dreman, and Siebert: What to Expect in 2011
Top growth investor Louis Navellier says he’s bullish heading into 2011, and is high on multi-national U.S. firms and technology companies. “I think you can invest in a lot of…
Dorfman: Time to Add Risk
Bloomberg columnist and money manager John Dorfman says it’s time for investors to take on more risk. Dorfman tells Bloomberg that investors shouldn’t let the lingering fears from the 2008…
Siegel Warns on Bonds
Author and Wharton professor Jeremy Siegel says that bond investors should be very careful right now. “Anyone that has money in bond funds has to be very cautious” of losses…