While many have been talking about — and fearing — a “New Normal” of slower growth for the U.S. economy and stock market, author and top money manager Kenneth Fisher…
Author: Validea
Top Hedge Fund Manager Talks Strategy
David Tepper, president & founder of Appaloosa Management, has produced exceptional long-term returns as a hedge fund manager. In this interview with CNBC, he talks about why he got bullish…
Winters Finding Value Around The Globe
Top value manager David Winters says he sees a bright future for the world, and sees “lots of undervalued securities” right now. He also says a key, overlooked economic indicator…
Sonders on Double-Dip Fears, Fed Policy
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks it’s unlikely the U.S. will suffer a double-dip recession, and says the Federal Reserve’s talk of continued stimulative policy…
Weak Economy Doesn't Equal Weak Stock Performance, Study Shows
Unemployment remains high, economic growth is slowing, taxes may soon rise, and consumer confidence is near historic lows. But while investors are fleeing stocks in favor of bonds amid the…
Guru Strategy Rating Changes: AT&T, RIMM 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…
Fisher: Focus on Present Opportunities, Not Fears of the Past
Kenneth Fisher says investors continue to be fixated on the problems of the recent past, which is preventing them from seeing opportunities in the present. “Generally, one thing I’ve learned…
Top Manager Looks for Graham-Like Stocks
John D. Spears’ Tweedy Browne Global Value fund is in the top 1% of funds in its class based on 15-year returns, according to Morningstar, and Barron’s recently offered a…
Is It Different This Time?
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that the current U.S. recovery — while much-maligned in the media — isn’t all that different…
Arnott Still Focused on Inflation, Not Deflation
While many investors and commentators have raised fears of deflation recently, Rob Arnott of PIMCO and Research Affiliates still has his eye on potential inflation — and the opportunities it…