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…
Author: Validea
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…
Grantham: Investors Need to Avoid "Terminal Paralysis"
Fortune asks the million dollar question: “Have we hit the bottom, or will we resume our downward slide?” To try to find the answer they tap a number of investment…
A Crisis Crash Course from The Gurus
Forbes has put together an extensive guru-inspired special report entitled “Sage Advice to Save Your Portfolio”, explaining, “Extraordinary times require a special dosage of sage advice.” The feature includes pieces…
Want to Avoid Another Depression: Stop Talking About It
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…
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…