While some investors have been concerned about the rapidly flattening yield curve, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows such a trend isn’t cause for alarm.…
Author: Validea
Reese on How to Dig Up Hidden Gems Like Lynch
Many investors are drawn to stocks of companies that come from exciting, booming industries or that have catchy names and flashy new products. But mutual fund legend Peter Lynch prized…
Why The "Dissonant" Market Is Great News
In their latest column for Kiplinger’s, Whitney Tilson and John Heins say the current investment climate is among the most dissonant as they’ve ever seen — and that the contradictory…
Buffett: Rushing Into Bonds "A Mistake"
Warren Buffett says it’s “quite clear” that stocks are cheaper than bonds right now, and says investors rushing to the perceived safety of bonds are “making a mistake”. “It’s quite…
Fisher Undeterred; Likes High-Dividend Stocks
In his latest Forbes column, Kenneth Fisher says he’s high on stocks that are paying out more in dividends than Treasury bonds, and also have good long-term growth prospects. “I…
Mobius: Global Secular Bull Underway, But Big Correction Possible Before Year-End
Templeton Asset Management’s Mark Mobius says he expects economic recovery to continue in the Western world, but that a big correction in equity markets is “quite possible” before the end…
Hard to Be Short, Says Ritholtz
Barry Ritholtz of FusionIQ and The Big Picture blog says he’s 50% invested in stocks, up from 0% in May, and says “it’s hard to be short this market”, even…
Siegel: Stocks Cheapest vs. Bonds Since '50s
Wharton Professor and author Jeremy Siegel says that corporate earnings are “extraordinary”, and that he’s never seen stocks selling at such attractive values compared to bonds. Siegel tells Bloomberg that…
Baron Says Stocks Are "Unbelievably Cheap"
In the latest edition of Forbes’ Intelligent Investing, top fund manager Ron Baron talks about his investment approach, and offers his take on where the market stands right now. Baron…
Rogers Likes Rice, Sugar, Silver
“Commodities King” Jim Rogers says commodities are a better place to be than stocks right now. Rogers says that, while stocks will rise or fall with the economy, commodities should…