Since the financial crisis hit last fall, one of the most-used terms popping up in stock market and economic parlance has been “the new normal”. Often attributed to PIMCO’s Bill…
Author: Validea
Paulson Betting on Treasury Yield Increases
Hedge fund guru John Paulson thinks Treasury yields are going to rise, and he and other hedge fund managers are positioning their portfolios to benefit. Paulson recently told the Financial…
Birinyi: History Shows Rally Doesn't Have to Stop
Laszlo Birinyi, who called the current market rally, sees stocks’ bullish run continuing into 2010. Birinyi tells Bloomberg that the economy will surprise to the upside, and that there will…
Guru Strategy Rating Changes: Stocks on the Move
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
Top Timing Newsletters Bullish Heading into 2010
As the new year approaches, the investment newsletters with the best track records of success in both up and down markets are on the whole bullish, MarketWatch’s Mark Hulbert notes.…
Top Strategists See Moderate Gains in '10
The strategists that Barron’s surveyed for its 2009 investment outlook have ended up faring pretty well as a group, with their average S&P 500 forecast of 1045 coming in about…
Trahan, Hyman on What to Expect in 2010
In a new interview with WealthTrack’s Consuelo Mack, ISI Group’s Francois Trahan and Ed Hyman — two of the top-rated strategists in their fields — offer their takes on where…
Metrics to Watch in 2010: Confidence, Unemployment
As part of its 2010 preview, PBS NewsHour asked some top economists what they think will be the key economic metric to watch in 2010. Robert Shiller, the Yale economist…
Emerging Markets Still Offering Opportunities, Mobius Says
Have emerging markets rallied too far too fast? Mark Mobius says no. Mobius, the longtime Templeton Asset Management manager, tells BusinessWeek that emerging market stocks are still selling at reasonable…
Gross Decreases Gov't Debt, Adds to Cash Position in Bond Fund
We recently highlighted how PIMCO’s Bill Gross has been touting high-yielding utility and telecom stocks, in large part because ultra-low interest rates are making many bond yields unappealing and money…