In a recent interview, Vanguard founder Jack Bogle said investors should “get out of the casino”, and practice real investing — not speculative trading. “Get out of the casino, own…
Category: Gurus
Berkowitz Still Going Against The Crowd On Financials
Top fund manager Bruce Berkowitz remains high on beaten-down financial stocks, saying that many have improving business trends and balance sheets and extremely cheap shares. Berkowitz tells WealthTrack’s Consuelo Mack…
Gross Talks Stocks, Bonds, Gold & Inflation
PIMCO bond guru Bill Gross says that both stocks and bonds are a bit “bubbled” because of the Federal Reserve’s policies, but that high-quality dividend-paying stocks should perform better than…
Mobius: China and Europe Fears Overwrought
Emerging markets guru Mark Mobius says he thinks people are too pessimistic on China and Europe. “If you look at independent statistics as related to China — for example, exports…
What History Tells Us About Stocks & The Fiscal Cliff
Many pundits and investors have been forecasting big trouble for the stock market if the U.S. goes off the “fiscal cliff” at the end of the year, and tax rates…
Wien Sees Reasons for Optimism
Blackstone Advisory Partners’ Byron Wien predicted before the year began that the S&P 500 would rise above 1,400 in 2012. Now that it has, he sees it climbing even higher.…
Greenblatt Talks Market Valuation, Value Investing, and Much More
In a wide-ranging interview with the Columbia Business School’s Graham & Doddsville newsletter, hedge fund guru Joel Greenblatt says the stock market is in the “87th percentile towards cheap” right…
O'Shaughnessy: Block Out The Noise
James O’Shaughnessy says to block out the noise and listen to what history has to say about where the stock market is headed — upward. “We need perspective on the…
El-Erian: 'Central Bank Put' Won't Last Forever
PIMCO’s Mohamed El-Erian says global central bank policies have inflated asset values beyond what fundamentals merit, and says that won’t last forever. “That central banks are essentially ‘all in’ is, in…
Growth Or Value? How About Both
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has averaged annual…