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 talks about some of the current fears…
Category: Gurus
Using the PEG Ratio to Find Solid Small-Caps
In his latest Forbes column, newsletter guru Jim Oberweis discusses the value of using the P/E-to-Growth ratio to pick stocks. “As a small-cap growth investor I look for outstanding businesses…
Arnott: "3-D Hurricane" Still Bound For U.S.
Though the market and economy have been looking up recently, Rob Arnott says he still expects a “3-D Hurricane” to cause problems in coming years. The three Ds — debt,…
Rogers: Recovery Only In 4th Or 5th Inning
Top fund manager John W. Rogers Jr. says he thinks we are “only in the fourth or fifth inning of this recovery,” and he expects the stock market to do…
Shiller Still Not Sure About Housing Rebound
While many believe the housing market has turned a corner, Yale housing guru Robert Shiller isn’t so sure. Shiller tells Bloomberg that while short-term indicators are up, that also happened…
Five Retail Picks for the Gurus
In his latest column for Forbes.com, Validea CEO John Reese says that the U.S. consumer is continuing to show resilience despite economic fears, and that has helped create some big…
Ritholtz's 10 Trends To Watch
Barry Ritholtz of FusionIQ and The Big Picture blog recently offered his “10 Trends to Watch in Finance for 2013”, and among them is “The death of buy-and-hold has been…
Sonders: Housing Recovery Should Continue -- And Help Labor Market
Charles Schwab Chief Investment Strategist Liz Ann Sonders — whose calls on both housing and the economy have been quite accurate over the long term — says housing should continue…
O'Shaughnessy: Focus On The Numbers, Not The Headlines
Quantitative investing guru James O’Shaughnessy says investors should “completely ignore” the headlines and buy stocks. “You should completely ignore them,” O’Shaughnessy said of headlines on The Wall Street Journal’s Markets…
El-Erian: End May Be Near For "New Normal"
When the financial crisis of 2008-09 hit, bond giant PIMCO was quick to say that the U.S. had entered a “New Normal” of slow growth, high unemployment, and debt woes. Now,…