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…
Author: Validea
Siegel: Valuations Among Most "Persuasive" in Decades
Wharton professor and author Jeremy Siegel tells Bloomberg that he expects a “soft” second-quarter GDP reading, but he continues to believe we will not see a double-dip recession. Siegel also…
Guru Strategy Rating Changes: AT&T Rising, Pepsi Falling
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…
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
While many remain concerned that major inflation is lurking around the corner, GMO’s Jeremy Grantham says deflation, not inflation, is the greater concern. “Even if we get intermittently rising commodity…
Keys to Buffett's Success
In an interview with The Motley Fool web site, author Roger Lowenstein, who has written extensively about Warren Buffett, offers some interesting insights into why the “Oracle of Omaha” has…
El-Erian: Market Looking for Top-Line Growth -- and Not Getting It
PIMCO’s Mohamed El-Erian says that the “new normal” is starting to play out, with a lack of top-line growth causing the market to adjust and reprice. “For a while, revenue…
Bolton on China: Small Firms, Big Opportunities
Anthony Bolton, the highly successful U.K. fund manager who came out of retirement this year to take over a new China-focused fund for Fidelity, is particularly keen on smaller Chinese…
Guru Strategy 7-Year Report Card: Ben Graham Still on Top
More than three decades after his death, Ben Graham is still beating the market. At least, Graham’s strategy is still handily beating the market, according to Validea.com’s guru-inspired portfolios, the…
The "Last Optimist Standing"
In a recent presentation given during the Wharton School’s Global Alumni Forum, professor and author Jeremy Siegel said that generous unemployment benefits may be inflating the U.S.’s unemployment rate, and…
Berkowitz Loaded Up on Financials
After disclosing that his Fairholme fund opened or increased its stakes in two much-maligned insurers — AIG and MBIA — Bruce Berkowitz now has well over half of his portfolio…