A lot of investors and strategists are spending a lot of time these days trying to envision what the investment landscape will look like when the economy and market settle…
Author: Validea
O'Shaughnessy on Why Stocks Are Still Attractive, and the Value Resurgence
In his latest market commentary, Jim O’Shaughnessy writes that the market is seeing a major flip-flop in leadership similar to what often occurs at the end of recessions, and says…
What Will "Normal" Earnings Look Like?
A lot of strategists and investors have been talking about what the “new normal” will look like as the economy recovers from the recent financial crisis and unwinds the excess…
Buffett Isn't Seeing Green Shoots -- But Says They'll Come
Despite all the talk of “green shoots”, Warren Buffett says that he’s seen no bounce in the economy. He tells CNBC that, while the government has done a good job…
Dreman "Terrified" of Bonds
Famed contrarian investor David Dreman says inflation concerns have him “terrified” of bonds and seeing good times for stocks and real estate. “I think we’re going to have some of…
"Green Shoots" Talk Overdone -- Stimulus Underdone, Says Shiller
In an interview with CNBC’s India affiliate, Yale economist Robert Shiller says that governments across the world should be focused on greater economic stimulus — and put concerns about rising…
Mauldin: This Time It Really Is Different (Sort Of)
In his latest “Thoughts from The Frontline” newsletter, John Mauldin makes a pretty bold proclamation that goes against a long-held principle of investing — this time, he says, things really…
Oberweis: Don't Ditch Buy-and-Hold
While buy-and-hold investing continues to draw criticism from some pundits, money manager and newsletter guru Jim Oberweis begs to differ. In a recent interview with The Motley Fool, Oberweis says…
Buckingham: "Great Time" for Long-Term Investors to Buy
In the video below, John Buckingham of Al Frank Asset Management — who last week explained why history shows now might be a good time to buy value stocks —…
Leuthold: Pullback Will Be Brief; S&P 1,100 by Year-End
Steven Leuthold, the longtime bear who has turned bullish in recent months, tells Bloomberg news that he doesn’t think the current pullback will run more than 5% or 6%, and…