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 James O’Shaughnessy-inspired strategy, which has…
Author: Validea
Fisher on the Perils of Market Timing
In his latest Forbes column, Ken Fisher says that fund investors who try to time the market play a dangerous game. “Plenty of funds have fine long-term returns despite being…
Oberweis Likes Chip Stocks
Newsletter guru Jim Oberweis is finding a lot of value in an area of the market that was hit hard by the recent recession: semiconductor capital equipment stocks. “After a…
Two Top Newsletters Optimistic -- and Cautious
Two top-performing stock newsletters are sounding optimistic on stocks, though both are also exercising some caution, MarketWatch’s Peter Brimelow reports. One, the Cabot Market Letter, recently stated that it is…
"Smooth" Recoveries Rarely Occur, Says Dorfman
Growth in manufacturing activity and industrial production have slowed a bit recently, leading many to fear a double-dip recession is coming. But columnist and money manager John Dorfman — one…
Siegel: Fed Still Has Tools -- and Should Use Them
While many say it is out of bullets, author and Wharton Professor Jeremy Siegel says the Federal Reserve still has ammunition left to combat the sluggish economy. Siegel writes on…
Berkowitz, Renaissance Targeted BP
Top fund manager Bruce Berkowitz has been buying up beaten-down financials for several months now. In the second quarter, he also keyed on a beaten-up energy company — much-maligned BP.…
Zweig Strategy Doing Some Apple-Picking
In his latest article for Seeking Alpha, Validea CEO John Reese takes an in-depth look at his Martin Zweig-inspired growth strategy. “Over the past two years, the stock market has…
Mobius on Why Double-Dip Fears Are Good
Templeton Asset Management’s Mark Mobius says fears of a global double-dip recession are a positive thing for emerging markets, because it means central banks will continue to supply liquidity to…
Does Buffett See Inflation Coming Sooner than Most?
Warren Buffett’s Berkshire Hathaway recently released its second quarter holdings, and some analysts say the report offers indications that Buffett expects inflation to hit sooner rather than later. According to…