Hedge fund guru Barton Biggs says he’s only 20% net long on equities in this market, and says we may be on the eve of another financial crisis. Biggs says…
Category: Gurus
Valuations Have Bolton Bullish
Fidelity’s Anthony Bolton says he’s optimistic about global equities, and valuations are a big reason. “I am still a bull of world equity markets,” Bolton, who produced an exceptional track…
Muhlenkamp Skeptical of Fed Plan; Says Market's "Cadillacs" Cheaper than "Chevys"
Top value investor Ron Muhlenkamp says the Federal Reserve’s “twist” plan is counterproductive and will end up resulting in the opposite of what is intended. Muhlenkamp says the Fed is…
Berkowitz: For Banks, Focus on Today's Data -- Not Unfounded Future Fears
Bruce Berkowitz, who in 2010 was named one of Morningstar’s Fund Managers of the Decade but has been hit hard in the past year, says he continues to be high…
Fisher: Ignore "Chittering Chimpanzee" Pundits
Kenneth Fisher says investors’ short memories are causing them to fall prey to overblown fears about the economy and stock market, and says he thinks stocks will make some nice…
Herro: This Isn't 2008; Values Abound In Quality Stocks
Morningstar Fund Manager of the Decade David Herro says the market is littered with cheap quality stocks right now, as investors erroneously compare the current financial situation to the crisis…
Grantham Gloomy, But Finding Value
GMO’s Jeremy Grantham is predicting more gloom for the U.S. economy, but he says stock valuations are “finally” such that investors can build portfolios of equities with potential for solid…
Arnott on Why the Valuation Picture Is Troubling
Interest rates and inflation have a much greater role in stock market valuations than you might think, and that means the stock market is on a “very dangerous” path, according…
The Lynch Approach: GARP, PEGs, and Profits
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 Peter Lynch-inspired strategy, which has averaged annual…
Hussman: Recession Now "Virtually Certain"
Fund manager John Hussman says a new recession — and a Greek debt default — are now “virtually certain”. In his latest market commentary, Hussman says that the markets seem…