Newsletter tracker Mark Hulbert says market sentiment has gotten “disturbingly high”, which could mean trouble for the market, in the shorter term, at least. “The Wall of Worry that existed…
Author: Validea
Sonders: Falling Correlations a Good Sign; Sees Front-Loaded 2011 Gains
Charles Schwab Chief Investment Strategist Liz Ann Sonders sees strong, front-loaded gains for the market in 2011, and says that fundamentals should become more important with correlations between asset classes…
Kass Turns More Bearish
Columnist and money manager Doug Kass, whose track record of market calls in recent years has been very strong, says a variety of factors have him turning more bearish. “Within…
The Enemy Within: 10 Common Mistakes Investors Make
More often than not, an investor’s worst enemy is his own brain. A myriad of behavioral biases to which we, as human beings, are predisposed are constantly threatening to knock…
Guru Strategy Rating Changes: Best Buy Rising, Home Depot 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…
Heebner, Doll: U.S. Is Place to Be
Ken Heebner, whose CGM Focus fund has one of the better long-term track records around, and Blackrock’s Bob Doll both are sounding positive on the U.S. market. In an interview…
Ritholtz's Three Picks for 2011
Top strategist Barry Ritholtz recently offered his top three picks for 2011 in an interview on CNBC. Ritholtz is keying on an unloved banking giant, a coal producer, and a…
Buckingham Likes High-Yielders
Top value manager John Buckingham of Al Frank Asset Management is high on high-dividend stocks right now. Buckingham recently discussed several of his top high-yield picks with CBS MoneyWatch, highlighting…
Siegel: QE2 Is Working
Author and Wharton professor Jeremy Siegel says the Federal Reserve’s quantitative easing policies are working, despite recent increases in Treasury bond yields. Siegel tells Bloomberg that Treasury rates have been…
The Buffett Approach: How to Pick Stocks Like an "Oracle"
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 Warren Buffett-inspired strategy and portfolio,…