Ken Heebner, whose CGM Focus fund stumbled last year but remains at the top of its category in terms of 5-year and 10-year returns, tells CNBC that he thinks things…
Author: Validea
Hulbert, the Crisis, and ... Poker Hands?
In his latest column for the New York Times, Mark Hulbert examines an interesting study on buy-and-hold investing. The study — “When Everyone Runs for the Exit,” by Lasse H.…
Mobius: Emerging Markets Due for Pullback, and then Big Surge
Templeton Asset Management Executive Chairman Mark Mobius says that emerging market stocks are due for a significant correction in the short term, but will likely soar to new highs by…
Behavior Finance Pioneer on Efficient Markets, Bubbles
Richard Thaler, the researcher whose work has brought such key behavioral finance issues as myopic loss aversion to light, says recent events have shown markets are not efficient, but that…
Siegel Fires Back on Long-Term Data
Last month, we highlighted Wall Street Journal columnist Jason Zweig’s criticism of the long-term stock return data that Jeremy Siegel has used in his book, Stocks for the Long Run.…
Fisher: It's a Bull
Money manager and columnist Kenneth Fisher writes this month in Forbes that the bear market has indeed ended. “This rally has taken stocks up 55% from their Mar. 9 low,…
Mauldin to Bulls: Not So Fast
John Mauldin, the economist and strategist from Millennium Wave Investments, isn’t buying the bullish views many strategists are now offering. In an interview with Yahoo!TechTicker, Mauldin says the market has…
Goldman's Cohen Says Bull Market Has Begun
Goldman Sachs Senior Investment Strategist Abby Joseph Cohen says Goldman believes we’re in a new bull market, and that the S&P 500 should be at 1050 to 1100 by year-end.…
Are Stocks & Real Estate the Places to Be?
Known as the dean of contrarian investing, David Dreman is staying true to his against-the-tide approach, telling CNBC that he thinks stocks and real estate — two of the areas…
Reese on Market-Beating Buffett Model
In an interview with FOX Business News, Validea CEO John Reese talks about his Warren Buffett-based Guru Strategy and model portfolio, which is up 34.6% this year. Reese discusses the…