As stocks have surged over the past two-and-a-half months, the dollar has tumbled. And, according to Francois Trahan and ISI Group’s Portfolio Strategy Group, you can reap the benefits of…
Author: Validea
The Other Side: Bond Backers Remain Wary of Equities
While many have joined the bullish camp in recent weeks, several top strategists remain much less enthusiastic about stocks, notes TheStreet.com’s Stan Luxenberg. Chief among the bears is Rob Arnott,…
Top Timing Newsletters All Bullish
The seven most successful market-timing newsletters are all bullish, writes MarketWatch’s Mark Hulbert, who tracks investment newsletters’ performance at his Hulbert Financial Digest. Hulbert says he searched his database for…
Is This Crisis Really a "White Swan"?
In a recent article for the CFA Institute Conference Proceedings Quarterly, James Montier, Societe Generale Cross Asset Research’s global strategist, argues that the recent economic crisis and market plunge were…
Munger on Success, Economists, and Why the Feds Got Lehman Right
In a wide-ranging interview, Charles Munger — Warren Buffett’s longtime partner at Berkshire Hathaway — tells the Stanford Lawyer why he and Buffett have been so successful, why economists so…
Recession Over? Top Strategist Says 'Yes' -- Cautiously
Liz Ann Sonders, the chief investment strategist for Charles Schwab & Co. — who accurately called the start of the current recession in December 2007 — says she thinks the…
Lynch Pupil Makes Major Bank Move
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…
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…