Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s becoming less likely that we’ll get a “W” recovery, and more likely that we’ll see a “square-root” recovery — one…
Author: Validea
Barron's: Top Strategists Remain Mildly Bullish
In its latest survey of top investment managers, Barron’s found that, on average, most of the managers are expecting the market’s ascent to slow significantly this fall, though they remain…
Six Lessons from the Bear Market
In their latest Kiplinger’s column, Whitney Tilson and John Heins — who were well ahead of the curve on the housing and financial meltdown last year — use their own…
Gross: Time to Grow Up
In his latest Investment Outlook, PIMCO’s Bill Gross calls on “children of the bull market” to grow up, and goes a bit deeper into the concept of the “new normal”…
Muhlenkamp Says Expectations Lowered, but Still Sees Bargains
Ron Muhlenkamp, whose flagship fund has beaten the S&P 500 by a significant margin over the past 15 years and is up 25% this year, says that investors have “reset…
Guru Strategy Rating Changes: BHP Rising, Sinopec Falling
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…
Gabelli Sees Opportunities for Stock-Pickers
Benjamin Graham disciple and deep value investor Mario Gabelli tells Bloomberg News that he’s focusing not on sectors or the broader market, as many strategists are, but instead at individual…
Top Manager: Focus on High-Quality Stocks, Repeatable Strategy
Donald Yacktman, whose was Yacktman and Yacktman Focused funds are both in the top 1% of their category for the past one, three, five, and ten years according to Morningstar,…
Shiller: The Recovery's in Our Minds, Not Our Metrics
Unemployment, GDP, manufacturing statistics — what’s the best way to tell that we’re headed into an economic recovery? According to Yale economist Robert Shiller, the answer might lie less in…
The Diversification Debate
In addition to the question of how many stocks they should own, another similar question many investors ask is how many funds or asset classes they should own. In a…