In an interview with WealthTrack’s Consuelo Mack, Yale economist Robert Shiller says that while the broader market is now selling at a significantly higher valuation than historical norms, stocks are…
Author: Validea
Greenblatt Explains his "Magic"
Hedge fund guru and author Joel Greenblatt talks about the concepts behind and implementation of his “magic formula” investing strategy in Forbes’ latest “Intelligent Investing” interview. Greenblatt also discusses the…
Grantham Talks Valuations, Bubbles
Jeremy Grantham says the U.S. stock market is now “thoroughly expensive” — except for one subset of the market — and also says he sees more bubbles forming in various…
Siegel: Recovery Now Self-Sustaining, Stocks Have Plenty of Upside Left
Wharton professor and Stocks for the Long Run author Jeremy Siegel says the recession is definitely over and the economy has entered a self-sustaining expansion that isn’t reliant on stimulus…
Heebner & Gross Square Off On Market, Economy
Top fund manager Ken Heebner says that even after the big stock market rally, we’re still seeing a “historic buying opportunity”. But another investing guru, Bill Gross, is less optimistic.…
Mauldin: 50/50 Chance of 2011 Recession
John Mauldin says high unemployment and coming big tax hikes are creating a “50/50” chance the U.S. will dip back into recession in 2011. Mauldin tells Bloomberg that means a…
Dreman on Inflation, and Why He Likes the U.S. over Foreign Markets
Legendary contrarian investor David Dreman is, not surprisingly, maintaining his contrarian approach these days, keying in on two unloved investments: stocks and real estate. “Everything people are cowering away from…
Sonders "Relatively Optimistic"
Another top strategist who is discussing the perils of market timing is Charles Schwab Chief Investment Strategist Liz Ann Sonders. In her latest market commentary, written with Schwab’s Brad Sorensen,…
New Study: Investors Fail Timing Test
According to a new study, mutual fund investors don’t just tend to buy high and sell low — they also tend to do so shortly before the stock market reverses…
Pabrai Talks Moats, and "Low Risk, High Uncertainty"
Top value manager Mohnish Pabrai discusses his investment strategy in this recent Forbes.com interview with Steve Forbes. Pabrai talks about the importance of patience for investors; the concept of “low…