The top-performing market-timing newsletter of the past three decades has turned “aggressively bullish”, Mark Hulbert writes on MarketWatch.com. The Chartist, edited by Dan Sullivan, has the best track record of…
Author: Validea
Siegel "Virtually Sure" It Won't Be Long Before Market Yields Rewards
Wharton professor and author Jeremy Siegel has stood by his “stocks for the long run” philosophy during the recent bear market. Yesterday on NPR radio, he went even further, saying…
Gabelli, Grantham, Gross & Others Weigh In
A number of top investment strategists offered their opinions about the market and the economy at the recent Morningstar Investor Conference in Chicago, including value fund star (and Benjamin Graham…
Bogle on Valuations, the Economy, and Where to Invest Now
In a recent interview with MarketWatch, John Bogle says he thinks the market “probably has it about right” in terms of current valuations, but adds that investors should expect slower…
How You Can Be Like Buffett
In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models I run on Validea.com. In this week’s…
Roubini Offers Good News (Sort Of)
Nouriel Roubini — the economist who predicted the economic crisis and who has been dubbed “Dr. Doom” for his dire predictions — now thinks the global recession will end later…
Zweig: WWGD? (What Would Graham Do?)
Writing sixty years to the day after Benjamin Graham’s classic The Intelligent Investor was published, Jason Zweig says that Graham would be cautious amid a market like this one. “Today…
Yale's Swensen on Asset Allocation -- and Why to Avoid Mutual Funds
On WealthTrack with Consuelo Mack, Yale endowment guru David Swensen discusses his thoughts on how individual investors should structure their portfolios, where the markets are headed, and why you should…
Fisher, Others See Big Value in Russia
Kenneth Fisher and two other major money managers are making aggressive stock plays in Russia, where turmoil and problems persist but valuations are at the lowest levels of the 50…
Tilson Turns Bearish on Banks
About two months after turning bullish on some financials, Whitney Tilson — who predicted the housing bust and financial crisis — is now taking profits on some of his bank…