In his latest Wall Street Journal column, Jason Zweig offers an interesting take on the efficient market hypothesis, channeling the late, great Benjamin Graham for guidance. Zweig says that while…
Author: Validea
Navellier: Stocks, Earnings to be Strong in Early 2010
Growth stock guru Louis Navellier says he sees a very healthy earnings environment for the first five months of 2010. He also tells Bloomberg that he expects stocks will do…
The Zweig Model: A Conservative Growth Approach
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 Martin Zweig-inspired strategy, which has…
Sonders Optimistic on 2010 -- Cautiously
Charles Schwab Chief Investment Strategist Liz Ann Sonders, one of the few to accurately call the start of the recent recession, says she’s expecting some nice surprises from the economy…
Mobius: Don't Mistake Correction for a Bear
Templeton Asset Management’s Mark Mobius says that a 15% to 20% correction isn’t unlikely for the stock market, but that investors shouldn’t mistake one for the start of another big…
Munger's 10-Point Checklist
The Motley Fool’s Morgan Housel recently highlighted some words of wisdom from Charles Munger, Warren Buffett’s right-hand man at Berkshire Hathaway. Taken from Munger’s book Poor Charlie’s Almanack, the 10-point…
Berkowitz: We're in "Spring" of Recovery
The Fairholme Fund’s Bruce Berkowitz, who was recently named Morningstar’s domestic fund manager of the year, says that we are still in the early stages of the economic recovery. “I’m…
Ibbotson on the Overlooked "Liquidity Premium"
Yale Professor and money manager Roger Ibbotson, whose research into historical stock returns is among the most extensive available, says that investors can get a premium by investing in stocks…
Leuthold Sees Stocks Rising -- and then Falling -- in 2010
Steven Leuthold, the longtime bear who wisely shorted stocks in 2008 and then presciently turned bullish in 2009, says 2010 will feature some strong gains for the market — and…
Krugman on the Double-Dip Recession
Paul Krugman, the Nobel Prize-winning economist, says that there is a 30% to 40% chance that the U.S. economy will slip back into recession in the latter half of 2010.…