Wells Capital Management’s Jim Paulsen says the wide swath of opinions on the economy has created an unusual situation for investors. Usually, Paulsen says, at this point in a recovery…
Author: Validea
Dreman on Why Not to Rely on CAPM & Beta
In his latest Forbes column, contrarian guru David Dreman says the capital asset pricing model — long a staple of the investing world — should be done away with. The…
El-Erian Talks Economy
PIMCO CEO Mohamed El-Erian recently offered his tips for how the government can deal with current economic problems, and his insight on what’s happening in the global economy. El-Erian tells…
Ritholtz Ups Stock Exposure
Barry Ritholtz of FusionIQ and The Big Picture blog has been moving more cash back into stocks. According to The Wall Street Journal, Ritholtz “waded back into the stock market…
Sonders on the Bond "Bubble", Hindenburg Omen
In her latest market commentary, Charles Schwab’s Liz Ann Sonders says she doesn’t see a “bond bubble” forming — but she does say that many investors have probably moved too…
Negativity Creating Opportunities, Gabelli Says
Top value investor Mario Gabelli says those who contend buy-and-hold investing is dead are echoing a familiar refrain that has popped up at other points in history, and has yet…
Guru Strategy Rating Changes: IBM, Priceline 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…
Yacktman Likes Pepsi -- and Doesn't Like Market Timing
Donald Yacktman, who has an exceptional long-term mutual fund management track record, is continuing to find a myriad of values in the stock market right now, particularly among big blue…
Hulbert on Where to Invest if Deflation Hits
Would deflation be bad for stocks? Many investors appear to think so, judging from the market’s recent hiccups after signs that deflation could be rearing its head. But MarketWatch’s Mark…
ECRI Director: Recovery Real, but Unemployment a "Structural" Problem
Lakshman Achuthan, managing director of the Economic Cycle Research Institute, says he thinks we’re in a “real recovery”, but that the high long-term unemployment rate is part of a structural…