After profiting hugely from shorting financial stocks last year as the sector tanked, hedge fund guru John Paulson has been buying up beaten-down financials this summer. Paulson has bought a…
Author: Validea
Beating the Timing Temptation
As Liz Ann Sonders notes in the posting below, a lot of investors are now wondering whether it’s too late to jump into the market, or, for those who have…
Sonders Says We're in "Coiled Spring" Recovery, Warns Against All or Nothing Bets
Charles Schwab Chief Investment Strategist Liz Ann Sonders tells Fox Business Network that she thinks we’re in the early stages of a “coiled spring” recovery, and says that too many…
Guru Strategy Rating Changes: Dish Network, Under Armour Rising
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
They Got It Right in March; What Do They Say Now?
A few weeks ago, we highlighted how Jeremy Grantham — who quite presciently had advised investors to “reinvest when terrified” back in March — is now sounding much more cautious.…
Berkowitz: "Great Environment" for Stock-Pickers
Top fund manager Bruce Berkowitz, whose Fairholme Fund has earned about 12% per annum over its 10-year history while the S&P 500 has lost about 3% annualized, says that this…
M.I.T. Hedge Fund Guru Shares His Secrets
In an interview with WealthTrack’s Consuelo Mack, hedge fund manager, author, and M.I.T. professor Andrew Lo says that the financial crisis has shown that a new type of diversification is…
Stiglitz: Asian Recovery Is "Remarkable"
Two-time Nobel Prize-winning economist Joseph Stiglitz, who recently said he sees a period of “malaise” coming for the U.S. economy, is much more upbeat on Asia’s economies. “Asia’s recovery has…
Ritholtz Cautious, But Says "Traders' Rally" Still Has Room to Run
Barry Ritholtz — who presciently started turning bullish back in March — says much of the market’s oversold status has been worked off, but thinks the market could continue to…
Has Housing Bottomed? Shiller Weighs In
Yale economist and Case-Shiller housing price index co-founder Robert Shiller talks with Bloomberg News about the current housing market, and the impact of psychology and emotion on home purchases. He…