Reese: Don't Shun Europe

In his latest column for Forbes.com, Validea CEO John Reese says that investors who have been fleeing Europe amid the continent’s debt crisis are overlooking some big bargains in European…

Ritholtz on the "Uncertainty Trope"

Many have been blaming the stock market’s and economy’s recent troubles on uncertainty — uncertainty about Europe, uncertainty about the U.S.’ own debt situation, uncertainty about the regulatory environment. But…

Top Strategists Turning to Banks

Bank stocks have been getting little love amid the European debt crisis, but MarketWatch’s Mark Hulbert says some top-performing strategists have been diving into the much-maligned area recently. Hulbert looked…

Herro on Why He's Not Afraid of Europe

In a wide-ranging interview with Fortune, top fund manager David Herro talks about why he’s loaded up on European financial stocks, and offers some interesting insights about his longer-term investment…

Bogle: Stand Pat Amid Downgrades

Vanguard founder Jack Bogle says that investors shouldn’t overreact to the news about Moody’s downgrading 15 banks and financial firms, and says Thursday’s big down day for the market was…