Lakshman Achuthan, managing director of the Economic Cycle Research Institute, says the U.S. economy will not enter a “new normal” of slow, anemic growth, but also says we’re headed for…
Author: Validea
Siegel: Stocks Still Undervalued
Jeremy Siegel, the Wharton professor and Stocks for the Long Run author, thinks stocks remain undervalued, and says he expects US corporations to be producing record earnings by 2011 or…
Shiller, Case on Housing Market
Housing data has been improving in recent months, but Professors Robert Shiller and Karl Case (creators of the S&P/Case-Shiller Home Price Indices) say several potential problems are on the horizon…
The Lost Decade? Maybe Not
The general consensus in the media has been that the 2000s was a “lost decade” for stocks, with major indices like the Dow Jones Industrial Average, S&P 500, and Nasdaq…
Biggs: "Burst" of Growth in 2010, 2011 Could Push Dollar & Stocks Higher
While they’ve spent much of the past several month moving in opposite directions from each other, the dollar and the stock market now may well move upward together, according to…
Ritholtz Sees Weak Economy, Possible Gold Pullback in 2010
Barry Ritholtz of FusionIQ and The Big Picture blog offered his predictions for 2010 in this recent interview on Yahoo! TechTicker. Among the surprises Ritholtz expects: He sees a potential…
New Normal? Don't Count on It, Says Farrell
Since the financial crisis hit last fall, one of the most-used terms popping up in stock market and economic parlance has been “the new normal”. Often attributed to PIMCO’s Bill…
Paulson Betting on Treasury Yield Increases
Hedge fund guru John Paulson thinks Treasury yields are going to rise, and he and other hedge fund managers are positioning their portfolios to benefit. Paulson recently told the Financial…
Birinyi: History Shows Rally Doesn't Have to Stop
Laszlo Birinyi, who called the current market rally, sees stocks’ bullish run continuing into 2010. Birinyi tells Bloomberg that the economy will surprise to the upside, and that there will…
Guru Strategy Rating Changes: Stocks on the Move
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…