Joel Naroff, who was named the top economic forecaster in 2008 by Bloomberg Business News, thinks the modest recent increase in consumer spending will continue, and grow stronger in the…
Author: Validea
Slower Growth, But No Double Dip, Says Cohen
Recently, we highlighted the bull market call of Goldman Sachs’ Abby Joseph Cohen. Now, in an interview with Bloomberg news, Cohen expands on her outlook for the economy and the…
Buy-and-Hold, Hedging, and Values: Top Strategists Offer Tips
In a recent panel discussion held by Charles Schwab, several top managers and strategists offered their take on the current market, as well as portfolio management tips regarding buy-and-hold investing,…
Decoupling or Recoupling -- Which Will Win Out?
One of the troubling surprises for many investors during last year’s economic crisis was the “recoupling” of the developed world and emerging markets. Rather than offering a safe haven, emerging…
Heebner, Doll See Opportunities
Ken Heebner, whose CGM Focus fund stumbled last year but remains at the top of its category in terms of 5-year and 10-year returns, tells CNBC that he thinks things…
Hulbert, the Crisis, and ... Poker Hands?
In his latest column for the New York Times, Mark Hulbert examines an interesting study on buy-and-hold investing. The study — “When Everyone Runs for the Exit,” by Lasse H.…
Mobius: Emerging Markets Due for Pullback, and then Big Surge
Templeton Asset Management Executive Chairman Mark Mobius says that emerging market stocks are due for a significant correction in the short term, but will likely soar to new highs by…
Behavior Finance Pioneer on Efficient Markets, Bubbles
Richard Thaler, the researcher whose work has brought such key behavioral finance issues as myopic loss aversion to light, says recent events have shown markets are not efficient, but that…
Siegel Fires Back on Long-Term Data
Last month, we highlighted Wall Street Journal columnist Jason Zweig’s criticism of the long-term stock return data that Jeremy Siegel has used in his book, Stocks for the Long Run.…
Fisher: It's a Bull
Money manager and columnist Kenneth Fisher writes this month in Forbes that the bear market has indeed ended. “This rally has taken stocks up 55% from their Mar. 9 low,…