In interviews with the Washington Post, three top market minds — former Fidelity star manager Peter Lynch, PIMCO’s bond guru Bill Gross, and Princeton professor and author Burton Malkiel —…
Author: Validea
Good Quant, Bad Quant
MarketWatch’s Paul Farrell recently offered up a scathing critique of “quants”, complete with this eye-catching subhead: “By Predicting Your Behavior, Quants Control Your Mind, Money, the Markets”. Since I run…
Buffett, Berkshire Focusing on U.S.
Warren Buffett tells Bloomberg that the odds are his Berkshire Hathaway — still on a buying binge — is more likely to make its next acquisitions in the U.S. rather…
Kass: It's Dinner Time
TheStreet.com’s Doug Kass — a pretty hardened bear whose stance began to soften last month — is now standing firm in his call that we’ve reached a bottom. “We live…
Hussman: Good Values, but No Bottom
John Hussman, whose Strategic Growth and Strategic Total Return funds were some of 2008’s best, is warning that major volatility may soon return to the stock market. “I suspect that…
Tilson & Heins: How You Can Be a Stock "Lion" Like Templeton
Barry Ritholtz isn’t the only successful manager saying investors should be making “watch lists”. In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say that maintaining…
Ritholtz: Time for a Wish List
Barry Ritholtz of The Big Picture blog and FusionIQ is the latest well-known bear to turn bullish, notes Yahoo! TechTicker. In an interview with Aaron Task of TechTicker, Ritholtz says…
Lynch: Stocks Still Best Choice for Long Term
In a recent interview with The New York Times, former Fidelity star manager Peter Lynch says that the recent market plunge and financial crisis hasn’t shaken his belief that stocks…
Buffett Bonanza: Government vs. Fear, Bank Prognosis, and Why You Should Still 'Buy American'
Warren Buffett spent three hours on CNBC’s Squawk Box this morning discussing the economy and stock market from all angles. Buffett says the economy will turn around, but that it…
Zweig Strategy: 10 Growth Investment Ideas for a Tough Market
In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models on run on Validea.com. In this week’s…