John Hussman says technicals and fundamentals are battling it out in the market. And, while the former may take stocks higher in the short term, the latter will win out…
Author: Validea
Shiller Expecting Double-Dip Recession
Yale economist and home price index co-creator Robert Shiller says he’s not sure where housing prices are headed, but he is worried about the broader economy. “I’m worried about a…
Top Mid-Cap Manager Talks Strategy
Michael Lippert, whose Baron Opportunity Retail fund is in the top 12% of mid-cap growth funds over the past year, and the top 4% over the past five years, says…
Sonders on Stocks, Gold, and The Machines
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the current market environment “smacks of a buying opportunity,” and says she’s highest on healthcare and technology stocks. “I’m not a…
Stocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say
O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior”…
Biggs Thinking Big -- and High-Quality
Hedge fund guru Barton Biggs says there’s “no question” that the cheapest liquid investment asset in the world is “big, high-quality U.S. stocks.” Biggs also tells Bloomberg that he is…
Fisher: The PSR Pioneer
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 Kenneth Fisher-inspired strategy, which has…
Tilson & Heins on Shorting Opportunities
In their latest Discovering Value column for Kiplinger’s, Whitney Tilson and John Heins discuss the ins and outs of short-selling, and offer some insight into where they are currently focusing…
Yacktman Still High on High-Quality, and Thinking Globally
Top fund manager Donald Yacktman is continuing to find the best values in high-quality companies, and has his long-term focus on companies with international exposure. “Last quarter we wrote that…
Consumers As Contrarians Indicators
One of the reasons for the market’s tumble late last week was a much worse-than-expected consumer confidence reading. But according to Mark Hulbert and the research of Kenneth Fisher, the…