Commodities guru Jim Rogers offers his take on the current state of the economy and stock market in an interview with BusinessWeek, saying that diversification is “a scam”, that the…
Author: Validea
Market Opportunities, but Long U.S. Economic Recovery, Strategists Say
Three top market strategists — Francois Trahan of ISI Group, Dennis Stattman of the Blackrock Global Allocation Fund, and John Dorfman of Thunderstorm Capital — had some encouraging views on…
"Fair Value": The GMO Perspective
The big question on many investors’ minds lately has been whether the recent market plunge has caused stocks to be undervalued — and, if so, how much more undervalued they…
Fisher: "Look Up and Out"
In his latest Forbes column, Kenneth Fisher says that bargains abound in the market — and that, with a “wall of money” coming from the global stimulus efforts, now is…
Whitman on The Importance of Credit Worthiness, and Why He's Buying Stocks Now
Marty Whitman, the illustrious Third Avenue Funds founder, tells Steve Forbes that he is seeing great opportunities in distressed debt and the equity markets, and is particularly bullish on Hong…
Hedge Fund Guru: Buy & Hold Far from Dead
Is buy-and-hold dead? Lloyd Khaner, whose hedge fund has a successful two-decade track record, tells Forbes.com that he doesn’t think so — though he says successful implementation of a buy-and-hold…
Ritholtz: Three Things to Remember in this Rally
Barry Ritholtz of The Big Picture blog writes that investors need to remember three things as they consider whether the current stock surge is a bear market rally, or the…
All Indicators Now Bullish for Top Timing Newsletter
Two weeks ago, we highlighted how The Cabot Market Letter — one of the best-performing newsletters of the past decade — was turning bullish on stocks. Now, in the newsletter’s…
Kass Turns Bullish on Berkshire
On the same day that Moody’s announced its credit rating downgrade of Berkshire Hathaway, Doug Kass — who’s made some hay by being short on Berkshire shares for the past…
Siegel: Earnings "Nowhere Near as Dismal" as S&P Data Suggests
In his most recent posting on Yahoo! Finance, Jeremy Siegel reiterates his belief that Standard & Poor’s flawed earnings calculations for the S&P 500 are making the corporate earnings picture…