Today we came across some interesting research by Bespoke Investment Group that showed the recent performance of stocks across the ten size-based deciles that make up the S&P 500. The…
Author: Validea
Ritholtz: Significant Rally "Waiting To Happen"
Barry Ritholtz of The Big Picture financial blog — a recent bear who saw the credit crisis coming — tells Barron’s that “there is a significant rally, 20% or 30%,…
Heebner & Muhlenkamp making gutsy moves into financial stocks
Ken Heebner, manager of CGM Focus fund, is warming up to financial stocks according to this WSJ article. Heebner, who has one of the best performing mutual fund records over…
CFA Panelists: Economic Bears, Stock Market Bulls
The CFA Institute held its Global Financial Crisis Roundtable Thursday, with institutional expert Theodore Aronson, Goldman Sachs’ Abby Joseph Cohen, bond expert Martin Fridson, and economist Jason Trennert speaking in…
Reese: Five Hot Stocks With Staying Power
In his latest column for Forbes.com, Validea CEO John Reese takes a look at what stocks have actually been among the biggest gainers while the market has plunged in the…
"Dr. Doom": Things Will Get Worse -- But No "Armageddon"
New York University Professor Nouriel Roubini — who has been dubbed “Dr. Doom because of the predictions of financial woes he’s (often correctly) made in recent years — tells Yahoo’s…
PIMCO Co-CEO Calls for "New Thinking"
PIMCO’s Mohamed El-Erian says that “Only New Thinking Will Save the Global Economy”. El-Erian believes that the situation will get worse before it gets better, saying that we are moving…
Legg Mason Managers: Depression Unlikely, But Concerns Remain
Top managers from Legg Mason, including Chuck Royce, Hersh Cohen and Isaac Souede, think that stocks are priced for a depression but that a depression is unlikely (Souede thinks there…
Why Buy & Hold Isn't Dead
Validea CEO John Reese today writes for MSN’s Strategy Lab that those proclaiming the death of buy-and-hold investing are premature in their claims — very premature. Buy-and-hold has a two-century-plus…
Cramer Calls The Dow Bottom
RealMoney and CNBC’s Jim Cramer writes today on TheStreet.com that he believes the Dow Jones Industrial bottomed about two weeks ago when it hit the 7350 range during intraday trading.…