In a new paper, housing guru Robert Shiller and two of his colleagues say they aren’t yet convinced the housing market is in a recovery. “A recovery may be plausible,…
Category: Historical Lessons
Sonders: Don't Discount The Millennials
Charles Schwab’s Liz Ann Sonders says that, contrary to what some believe, the aging of the Baby Boomer generation doesn’t mean doom for the stock market. Sonders tells Morningstar that…
How To Succeed Where Fund Managers Fail
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 why so many mutual fund…
Where Ken Fisher Is Finding Value
Forbes’ Kenneth Fisher says not to fall in love with small-cap growth stocks at this stage of the bull market. In his latest column, Fisher says small-cap cyclicals “get all…
Top Forecasting Model Offers Bad News
Wondering how the stock market will do over the next 10 years? MarketWatch’s Mark Hulbert says one pretty reliable forecasting model has a disappointing answer. Hulbert says that the model…
The Buffett Approach: More Than Just Value
Though known as perhaps the greatest value investor of all-time, Warren Buffett’s approach involves much more than just looking at value, Validea CEO John Reese writes in his latest Forbes…
The Dreman Approach: Thinking Contrarian to Beat the Market
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 David Dreman-inspired strategy, which has averaged annual…
Fisher: Think Big
Top strategist Kenneth Fisher says that the bull market has more room to run, and that investors should be looking to larger stocks as the bull run matures. “In the…
Reese on the Valuation/Risk Relationship
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 the issues of valuation and…
Gross on the Problem with Low Interest Rates
PIMCO bond guru Bill Gross is standing by his comments that the “cult of equity is dying”, saying that near-zero interest rates are stunting lending and growth, and leading to…