If history is any guide, says MarketWatch’s Mark Hulbert, stocks are likely to struggle in September but then rebound and end the year above where they were on Labor Day.…
Category: Historical Lessons
Small, Value, Dividends: The "Triple Threat"
John Buckingham of Al Frank Asset Management says investors should focus on a “triple threat” combination: small-cap value stocks that pay good dividends. “In investing I would argue that the…
Bogle: Equities Aren't Dead
Vanguard founder Jack Bogle says he doesn’t think the “cult of equities” is dead, but has a slightly below-average outlook for stocks. “If the culture of equities is dead, it’s…
The Fisher Strategy: Capitalizing on "The Glitch"
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 Kenneth Fisher-inspired strategy, which has averaged annual…
GMO: Death of Equities "Greatly Exaggerated"
Bill Gross’ claim that the cult of equities is “dead” has generated a lot of response recently, and now Jeremy Grantham’s GMO has entered the fray, countering many of Gross’…
Shiller Not Convinced Of Housing Turnaround
While many signs are pointing to a housing market recovery, Yale Economist Robert Shiller — who was among the earliest to call the housing bubble that burst in the late…
Hot List Still Well Ahead of Market After Nine Years
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 some lessons that can be…
Hulbert: Contrarian Analysis Says Beware
Contrarian analysis has done a good job of predicting recent market moves, says MarketWatch’s Mark Hulbert, and right now the contrarian take is flashing a warning signal. “Stock market timers…
Low Risk, High Reward?
While riskier stocks often catch investors’ eyes, Validea CEO John Reese says that stocks considered safe and boring often produce the best returns. “For decades, the investment world operated under…
Ritholtz: "Definancialize" The Economy
Would the Glass-Steagall Act have prevented the 2008 financial crisis and its fallout? Barry Ritholtz says no — but he says the crisis would likely have been far more manageable…