James O’Shaughnessy, the fund manager whose study of four-plus decades of stock market returns may be the most extensive ever done, is seeing good times ahead for U.S. stocks. In…
Author: Validea
Shiller: It's The Psychology, Stupid
Don’t underestimate the impact psychology has on the stock market and economy — that’s the message Yale economist and housing crisis predictor Robert Shiller recently gave during a lecture at…
Even Buffett Makes Mistakes -- and You Can Learn from Them
In his latest Wall Street Journal column, James B. Stewart examines some of the mistakes Warren Buffett acknowledged making in Berkshire Hathaway’s 2009 letter to shareholders, and explains what average…
Dorfman: Market Performance after Waterfall Declines – up 24% Over Next 12 Months
Value investment manager and Bloomberg columnist, John Dorfman, provides some historical stock performance statistics after periods of dramatic market declines (or what he calls, “waterfall declines”). According to Dorfman, “market…
Value Stocks: They're Riskier Than You Think
This interesting Wall Street Journal article points out that value stocks, or value investing strategies, have been some of the hardest hit during this bear market and often times underperform…
Buffett, the Long-Term Optimist: "America’s Best Days Lie Ahead"
Berkshire Hathaway published its long awaited annual report on Saturday. Warren Buffett, CEO of Berkshire, penned the first 20 pages or so. For those who haven’t read the letter yet,…
Bogle: Recession Will Be Long, But Market Bottom Has To Be Near
Vanguard Founder John Bogle continues to see a lengthy period of continued pain ahead for the U.S. economy — but now he says the stock market has to be getting…
Gross: Be Bold -- But Don't Nationalize Banks
PIMCO’s Bill Gross says that the U.S. government needs to be bolder in its handling of the financial crisis — and says that bank nationalization is not the answer to…
Dreman on Why to Buy Bank Stocks, and How the Credit Crisis has Hurt Value Investors
Showing the contrarian bent that made him one of the most successful investors of all time, David Dreman says it’s time for investors to jump into banking stocks. “They will…
Study: Index Funds Top Mutual & Hedge Funds
Index funds may sound boring, but in his latest New York Times column, Mark Hulbert offers some data that indicates index funds may, in the end, actually yield higher net…