Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener

Category: Economy

10 years ago
Grantham On The 10 Things That Really Matter

What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go…

10 years ago
Muhlenkamp Sees Few Values, Lots of Margin Debt

Value strategist Ron Muhlenkamp says he’s not finding a lot of value in the stock market right now. And while he doesn’t think a recession is around the corner, he…

10 years ago
Doll: Expansion Likely Has Years Left

Nuveen’s Bob Doll says this bull market and economic recovery has been the least believed of his career. But he says that has made for an excellent investment environment — and…

10 years ago
Gross On China, And The Global "Shell Game"

Bond guru Bill Gross says central banks across the globe are playing a “shell game” with financial markets. And once the game ends, he thinks markets are likely to tumble.…

10 years ago
Gross On China, And The Global "Shell Game"

Bond guru Bill Gross says central banks across the globe are playing a “shell game” with financial markets. And once the game ends, he thinks markets are likely to tumble.…

10 years ago
Dalio Changes View On China -- Or Does He?

It seems that hedge fund guru Ray Dalio’s take on China has changed — though to what degree is debatable. (more…)

10 years ago
Wien Bullish On Biotech, And The Economy

Top strategist Byron Wien thinks the economy will fare much better in the second half of the year, and says he is high on biotech stocks. (more…)

10 years ago
Paulsen: Calmness And Valuation Make Market Vulnerable

While investors have been fixated on the Greek debt crisis, James Paulsen of Wells Capital Management says there’s another big factor that markets must deal with. (more…)

10 years ago
Streaking Serving Sector Still Serving Up Values

In his latest column for Seeking Alpha, Validea CEO John Reese says the US service sector has been on a remarkable run. And, he says good buys remain in the…

10 years ago
Faber On The China Threat

China’s slowing economy may be the biggest threat to the global economy according to Marc Farber. (more…)

Posts navigation

1 2 3 … 110
Recent Original Research
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
August 22, 2025
Ten Top Peter Lynch Stocks
Peter Lynch stands among the most celebrated investors in modern financial history, having transformed Fidelity's Magellan Fund from a modest $18 million portfolio into a $14 billion powerhouse during his tenure from 1977 to 1990. Under his...
August 21, 2025
Ten Top Ben Graham Deep Value Stocks
Benjamin Graham laid the groundwork for value investing through his methodical strategies for spotting undervalued securities, principles that remain relevant for modern investors. His most famous protégé, Warren Buffett, exemplifies how Graham's teachings can generate enduring prosperity....
August 20, 2025
Ten Top Technology Dividend Aristocrats – August 2025
Technology dividend aristocrats represent mature technology companies that have maintained a consistent pattern of increasing dividend payments for at least seven consecutive years. This classification adapts the traditional dividend aristocrat concept—which typically requires 25 years of dividend...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved