Barry Ritholtz says that America needs to undertake a major infrastructure repair and rebuilding program, which would stimulate the economy and provide a number of other benefits. “We have allowed…
Category: Historical Lessons
Oberweis: In Fearful Times, Look to Small-Caps
While investors often rush into larger blue-chip stocks and Treasury bonds when market fears are high, newsletter guru Jim Oberweis says that’s often the wrong move to make. “In my…
GDP Fixation Is "Silly", Fisher Says
Investors will no doubt be eagerly awaiting the third-quarter gross domestic product readings in the coming weeks. But top investor Kenneth Fisher has advice for them: Ignore it. “GDP calculations…
Bearish Case "Short of Substance", Birinyi Says
Laszlo Birinyi, who warned about financial stocks in the summer of 2008 and turned very bullish on the market not long after it bottomed in 2009, says he isn’t buying…
Hulbert: Prescient Indicator Is Bullish
Mark Hulbert says an indicator with an impeccable track record is now in bullish territory. The indicator: The High Low Logic Index, created by Norman Fosback in the 1970s, when…
Fisher: Election Year A Bullish Sign For Stocks
In his latest piece for Forbes, Kenneth Fisher says he thinks President Obama will be tougher to unseat than many Republicans seem to think. But regardless of who wins, he…
The Graham Approach: How A 60-Year Old Strategy Still Scores Big
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 Benjamin Graham-inspired strategy, which has averaged annual…
Cohen: Stop Obsessing Over Short-Term Swings
Longtime fund manager Hersh Cohen says investors are far too myopic, and allow short-term market swings to drive decision-making in ways that often lead to underperformance. Cohen also tells WealthTrack’s Consuelo…
Leuthold Strategists: We're in a Bear, But it Should End Soon
Steven Leuthold and Doug Ramsey of Leuthold Weeden Capital Management say that, despite what some major U.S. indices say, we are in a bear market for equities. But, they also…
Bogle: Market Is a "Giant Distraction" for Investors in the Short Term
Vanguard founder Jack Bogle says the stock market is a “giant distraction to the business of investing”. Over the long run, he tells Fox Business Network, stock returns depend on…