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…
Author: Validea
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…
Buffett: Inflation Coming, Congress Must Step Up
In an Op-Ed for The New York Times, Warren Buffett writes that significant inflation problems could be headed our way, and that it’s up to Congress to keep it from…
How Many Stocks Is Too Many?
One of the key questions any investor must grapple with is, “How many stocks should I own?” Jonathan Burton addresses that issue in a recent MarketWatch column, taking a look…
'08 Top Economist Says Consumer Will Be Back
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…
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,…