MarketWatch’s Mark Hulbert says that the stock market is “closer to undervalued” than overvalued, and that the market is “poised to produce above-average returns over the next couple of years.”…
Category: Historical Lessons
Gross on the Financial System's "Breaking Point"
Bond guru Bill Gross says the monetary system that the world has used for the past four decades is in danger of hitting a “breaking point” amid a sea of…
Ritholtz Likes Consumer Staples, Says Secular Bear Still in Effect
Barry Ritholtz of FusionIQ and The Big Picture blog says the recent market turmoil is part of a secular bear market that began in 2000. Ritholtz tells Bloomberg that he…
Ignore the Mudslinging -- History Says Election Means Stocks Will Rise, Fisher Says
With the Presidential Election only five months away, expect the rhetoric and mudslinging to escalate. And Forbes‘ Kenneth Fisher has some advice for investors who are getting sucked into the…
The Lynch Strategy: Still Beating the Market Two Decades after Magellan
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 Peter Lynch-inspired strategy, which has averaged annual…
Has the Market Topped? History Says 'No'
If the stock market has indeed already topped out, it would be an aberration by historical standards, Mark Hulbert says. In his MarketWatch column, Hulbert looks at a handful of…
Sonders on Sell in May, Positive Signs, and the "Fiscal Cliff"
Should you “sell in May and go away,” as the old investing adage says? Charles Schwab Chief Investment Strategist Liz Ann Sonders says not so fast. In commentary on Schwab’s…
Diversification: How Many Stocks Is Enough?
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 issue of diversification…
Fisher Likes Pharma, Tech, and Toys -- and Books
In his latest column for Forbes, Kenneth Fisher recommends a number of classic investing books, and advises readers to learn all they can from them. Among the books Fisher touts…
How to Learn from History's Best Investors
In an interview with Wall Street Week’s Al Berkeley, Validea CEO and author of The Guru Investor John Reese discusses his guru-based investment approach. Reese also discusses some of the…