BlackRock Vice Chairman Bob Doll tells CNBC that, while the economy isn’t good, “some [analysts] have gone too far to the negative side,” and says that those analysts who have…
Author: Validea
Wharton Prof Duel: Siegel vs. Stambaugh
Several weeks back we highlighted a new study that found stocks are actually more risky in the long run than they are in the short run. Today in an interview…
Yardeni's 12 Reasons for Optimism
Yes, the news this morning is filled with swine flu and a bigger-than-expected first-quarter GDP drop, but Ed Yardeni of Yardeni Research — who has a pretty good track record…
The Great Depression "25-Year Recovery" Myth
If you’re worried about stocks taking a period of many, many years to recover following the recent market plunge, Mark Hulbert offers some insightful — and encouraging — news in…
Arnott: Value Stocks Priced at or below Depression Levels
Researcher and money manager Rob Arnott has made a lot of headlines lately with his focus on the bond market, but in yesterday’s Financial Times he keyed in on another…
Tilson, Heins, and Recency Bias
How did so many investors and analysts fail to recognize the looming economic and stock market crises in recent years? In their latest Forbes column, Whitney Tilson and John Heins…
Barron's Top Advisors
Barron’s has unveiled its annual “Top 100 Financial Advisors” feature, with the new #1 being Gregory Vaughan of Morgan Stanley in Menlo Park, California — and the theme of the…
Biggs vs. Mauldin: Will The Rally Hold?
The big question in the market these days is, of course, whether the current rally is really the start of a new bull run, or if it is another bear…
Risk and Asset Allocation
In a piece written for Forbes’ Intelligent Investing section, David Serchuk today offers some interesting data on risk and portfolio management. One point made by several of those Serchuk interviewed…
S&P's Stovall: Retest in the Works
Sam Stovall, Standard & Poor’s chief investment strategist, offered some interesting data on whether this rally is for real in an interview with CNBC today. Stovall — who said back…