In his latest article for Canada’s Globe and Mail, Validea CEO John Reese discusses the role that expectations have in the stock market, and in the tendency for value stocks…
Category: Economy
Leuthold Sees "Significant" Rally; Focuses Overseas
Steven Leuthold says he thinks the market has hit its high point for the year, but he also says it’s no time to sell, as he thinks we’re nearing a…
Forester Looks for Downside Protection
Top value investor Tom Forester, who was the lone equity fund manager to post positive returns in 2008, is worried about the U.S. and global economies and is thus keying…
Are We Headed for Inflation? Deflation? Stagflation? Try "Screwflation", Kass Says
While the 1970s were marred by “stagflation”, money manager and columnist Doug Kass says the U.S. is now being hit by “screwflation” — that is, the combination of inflation and…
Sonders: Fed Should Lay Off Further Easing; Economy to Improve
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s not in favor of another round of quantitative easing from the Federal Reserve, and remains positive on the economy and…
Berkowitz Still Confident in Financials
Bruce Berkowitz remains high on financial stocks, and says his conviction about his financial holdings has only grown stronger. “I’ve been able to see their earnings for the past few…
Paulsen Sees Strong Growth in Second Half; Likes EM Stocks
Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have…
Biggs Likes "Old" Tech Stocks; Wary of Financials
Hedge fund guru Barton Biggs says he’s continuing to find opportunities in the stock market right now, though he’s not too bullish on financials. Biggs tells Bloomberg that worries about…
Ritholtz Dials Back Risk
Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent,…
Akre: Fundamental Analysis Is Critical
Top value investor Chuck Akre says that, while the 2008 financial crisis has led him to incorporate more of his macroeconomic views into his investment decisions, fundamental analysis remains the…