In the latest issue of Forbes magazine, Validea CEO John Reese says that good investors — including Warren Buffett — don’t get fooled into playing the “growth vs. value” game.…
Category: Historical Lessons
Birinyi On Why The Bull Won't Stop Here
Strategist Laszlo Birinyi sees stocks going higher, backed by good fundamentals and good sentiment conditions. Birinyi tells Bloomberg that many investors are still “fighting the tape”, and that sentiment thus…
Sonders On The Economy-Market Relationship
While many investors have avoided stocks in recent years because of economic concerns, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows that to be a bad idea.…
Why Apple Isn't Rotting
In his latest column for Forbes.com, Validea CEO John Reese says that, despite the pounding Apple’s shares have taken in recent months, investors shouldn’t give up on the tech titan. …
Is The U.S. The Next "Emerging Market"
What will the next big emerging market be? Africa? Southeast Asia? Nope, says the man who created the “emerging market” moniker. He says the next big “EM” will be the…
How John Neff Beat The Market For Three Decades
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 John Neff-inspired strategy. Below is an excerpt…
Why Hussman Remains Bearish
Fund manager John Hussman has remained one of the staunchest bears in the stock market. And in a recent presentation (a tip of the hat to Business Insider for posting…
The 90% Debt/GDP Threshold, Debunked
As America’s debt has ballooned and its debt/GDP ratio has risen, many critics have pointed to the work of Carmen Reinhart and Kenneth Rogoff as cause for alarm. The two…
Ned Davis' Keys To Good Investing
Ned Davis Research provides some of the most interesting data and analysis you’ll find in the stock market, and in a recent interview with The Big Picture’s Barry Ritholtz, Ned…
Dreman: Stocks And Housing Are Places To Be
Contrarian guru David Dreman remains concerned about major inflation, and says investors should thus focus on stocks and the housing market. In a column for Forbes, Dreman says that economic…