They say that those who don’t learn from history are doomed to repeat it. But, when it comes to the “Great Depression” comparisons now springing up amid this terrible economic…
Author: Validea
Rodriguez on Energy Stocks, The Demise of The Style Box, and The Trouble with The Stimulus
Robert Rodriguez of First Pacific Advisors, who deftly avoided financials last year and earned praise for the strong performance of his bond fund, tells Barron’s that he remains hesitant about…
Why You Can Be Good -- But Probably Not Great
Todd Sullivan often posts some great speeches or client letters from successful investors on his ValuePlays web site, and he recently featured a particularly interesting speech that former hedge fund…
The "Expert on Experts" on Who You Can -- And Can't -- Trust in Today's Market
“Expert”. It’s a term that gets thrown around an awful lot in parts of our society, and the financial world is no exception. But in an interview with Money magazine,…
A Little Consistency, Please
Earnings: It’s been a dirty word for the past several months, as companies across the country have been posting some ugly results and slashing estimates of future earnings. Standard &…
Kass Turning Bullish?
It appears that Doug Kass — the money manager and RealMoney.com columnist who has been particularly bearish in recent years and predicted some of the economic crisis — is turning…
Buffett Cut J&J Stake, Other Holdings in Fourth Quarter
Berkshire Hathaway has released the list of its holdings for the fourth quarter of 2008 — and it looks like Warren Buffett has made some substantial changes to his company’s…
Hulbert: Signs of Investors Moving Back Toward Risk
In his latest column for MarketWatch, Mark Hulbert notes that a “dramatic reversal” is taking place in the bond market — and says it’s a reversal that could signal good…
Grantham: There's Risk in Value -- and in Buy-and-Hold
Jeremy Grantham has released the second half of his fourth-quarter 2008 letter on GMO’s website, and in it he offers several intriguing points about why value investors got hit hard…
Growth vs. Value: Does It Matter Anymore?
Growth versus value: For decades, it has been perhaps the most widely asked question in stock market strategy discussions. But in Forbes’ most recent Intelligent Investing Panel, two top strategists…