FBR Funds Chief Investment Officer David Ellison, who avoided much of the financial sector meltdown, has been buying up bank shares lately — and a big reason, he says, involves…
Author: Validea
The Real Question
(Excerpted from John Reese’s May 15 Validea Hot List newsletter) The big question for the market continues to be whether or not the recent rally is for real. Given the…
Opposing Views from Two Top Market-Timers
Which way is the market headed? In articles on MarketWatch.com and Bloomberg.com, two market-timers with good track records lay out starkly different viewpoints on the issue. On the bullish side…
Hulbert: Fear Is Encouraging
In his latest column for MarketWatch, newsletter-watcher Mark Hulbert of Hulbert Financial Digest makes an interesting observation about fear and contrarian investing, one that echoes the findings of one of…
Why Those 1982 Valuations Might Never Come
As the current market rally has evolved, one of the main arguments against this being the start of a new bull market has involved valuations. While value metrics like the…
Shilling: Still Bearish
Gary Shilling, the economist, money manager, and Forbes columnist, isn’t changing his bearish view, despite the market’s big recent rally. “I think it is a bear market rally,” Shilling told…
O'Shaughnessy: Major Opportunities in Dividend Stocks
Even after the market’s recent rally, Jim O’Shaughnessy is continuing to see a myriad of values in the market, he recently told CNBC. “I think it’s very sustainable,” O’Shaughnessy, the…
The Contrarians' Revenge?
MarketWatch recently had an interesting piece on contrarian investment strategies, highlighting the fact that many of the contrarian managers who were hit hard last year are now netting some strong…
Many Technical Strategies Didn't Escape Meltdown -- And Now Lag S&P
The recent struggles of many top fundamental-focused stock-pickers — Warren Buffett, Bill Miller, David Dreman — have been well-documented. But according to Bloomberg, many technical-based stock-selection strategies have also been…
What Will the Recovery Look Like?
A “U”, a “V”, an “L” — Time magazine takes a look at what we might expect in the coming economic recovery, with insight from top strategists such as Peter…