Lessons from Warren and Charlie

Value investor Mohnish Pabrai has gotten the chance to do what few other investors have: Eat lunch with investing legends Warren Buffett and Charlie Munger. What did he learn from…

Time to Stop Market-Timing?

The investment world has become increasingly focused on the short term in recent years, with investors trading in and out of stocks at a rapid pace. But MarketWatch’s Jeff Reeves…

Five Reasons for Optimism

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 looks at five reasons he’s optimistic about…

Could Wage Inflation Rebound Soon?

Wells Capital Management’s Jim Paulsen says that declining wage inflation — which has allowed the Federal Reserve to continue its “crisis-like” loose monetary policy — may be coming to an…

Behind Buffett's Approach

In a recent interview with Canada’s Globe and Mail, Validea CEO John Reese discussed some of the key points of Warren Buffett’s investing approach. Reese talks about Buffett’s desire to…