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…
Author: Validea
Stiglitz Sees "Malaise" Ahead
Joseph Stiglitz, a two-time Nobel Prize winner and Columbia University economist, sees more rough sledding for the economy, and says the government should provide more stimulus funding to help with…
Krugman on the Stimulus, Inflation, Stocks, and Healthcare
In a wide-ranging interview with Advisor Perspectives, Nobel Laureate, Princeton Professor, and New York Times columnist Paul Krugman says not to quit on the government’s current stimulus package, that he’s…
Dorfman Adjusts for Post-Recessionary Climate
Thunderstorm Capital Chairman and Bloomberg columnist John Dorfman says the market and economy should continue to trend upward at least into next year. Dorfman says he’s emphasizing industrial cyclicals, materials…
Six Reasons Top Wells Strategist Likes This Market
In his latest newsletter, James Paulsen, chief investment strategist for Wells Capital Management, says he believes “the economy and the financial markets have finally turned a corner and are probably…
Barclays Strategist: Recovery Will Be Strong
While there is still quite of bit of pessimism and talk of gloom and doom swirling around the market and the economy, Barclays head of asset allocation Tim Bond is…
Swensen on Why Individual Investors Will Always Be at a Disadvantage
WealthTrack has released some previously unaired parts of Consuelo Mack’s May interview with Yale Chief Investment Officer David Swensen. In the clip below, Swensen discusses a variety of topics, including…
Where Do We Go from Here? Sonders, Yardeni & Others Weigh In
With the market continuing to surge, SmartMoney.com recently surveyed a number of top strategists to see just how much room they think stocks have to run, and found a good…
Gross on GDP, the "New Normal", and Why Watching Fees Is More Important than Ever
In his August Investment Outlook on PIMCO’s web site, bond guru Bill Gross talks about two key — and interrelated — issues: whether the government will be able to “reflate”…
Top Strategists Talk "Buy-and-Hold"
The Financial Times recently interviewed several top strategists about the viability of “buy-and-hold” investing, and found that some are espousing more of a “buy-cheap-and-hold” approach. “In a challenge to the…