Hedge fund guru John Paulson is making a big move into gold, launching a new fund that focuses on shares of gold miners and other gold-related shares and gold derivatives,…
Author: Validea
... but Buffett Steering Clear of Bullion
While one of the world’s best investors, John Paulson, is making a big bet on gold, another — Warren Buffett — is looking elsewhere. David Pett of Canada’s Financial Post…
Guru Strategy Rating Changes: Eaton, Barnes & Noble 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…
Sonders vs. Whitney on Market's Current Valuation
Banking analyst Meredith Whitney rattled the markets yesterday when she told CNBC that the U.S. is likely to fall back into recession next year, and said stocks are overvalued. “I…
Siegel Says Rally Has Plenty of Room to Run
While stocks are up some 60% from their March lows, author and Wharton Professor Jeremy Siegel says the rally is “far from exhausted”. In his column on Yahoo! Finance, Siegel…
Faber: Still Opportunities in Stocks
Marc Faber of the Gloom, Boom & Doom Report still sees opportunities in stocks after the big rally, and says stocks can help protect against the high inflation he’s expecting…
Avoid "Confirmation Bias"
In his latest Wall Street Journal column, Jason Zweig discusses one of the behavioral pitfalls that can drag down many investors’ portfolios: confirmation bias. What is confirmation bias? “In short,”…
The Two-Pronged O'Shaughnessy Attack
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…
Kass: Market May Be Getting Ahead of Itself
Doug Kass of TheStreet.com’s RealMoney, who successfully called both the market decline in late 2008 and the rebound in March of 2009, is becoming wary of the current rally. Kass…
Reese: Looking at Lynch's Famous "P/E/G" Ratio
John Reese, CEO and founder of Validea.com and Validea Capital, looks at the Peter Lynch “P/E/G” ratio in this Globe & Mail Expert Podium column. The P/E/G was one of…