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…
Category: Behavioral Finance
Top Newsletter Stays Disciplined Amid Fears
Michael Cintolo, editor of the top-performing Cabot Market Letter, thinks some weak recent economic data may actually be a precursor to an upward move for stocks. “Anecdotally, we think [this…
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…
O'Shaughnessy Finding Value in Europe, Stresses Discipline
While the financial headlines have been dominated by day-to-day fears recently, James O’Shaughnessy says that making investment decisions based on short-term factors is a very dangerous game. “All of the…
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…
Keeping Perspective Amid the Euro Hype
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at the European debt crisis and…
Tilson on Handling Short-Term Trouble
Value fund manager Whitney Tilson, who has a solid long-term track record but has struggled over the past month, recently talked with CNBC about how to handle short-term losses. Tilson…
Arnott on the Courage to Rebalance
While most investors feel crushed when major bear markets hit, Rob Arnott says that they are missing a key point that turns conventional thinking on its head. In a piece…