The recent downturn in the stock market has made stocks significantly cheaper than they were before — but they’re not yet “cheap”, according to The Wall Street Journal’s Jason Zweig.…
Category: Historical Lessons
Arnott on the Three D Hurricane, and The Three Pillars
In the latest installment of Forbes’ Intelligent Investing, indexing guru Rob Arnott talks about the notion of fundamental indexing, and why he thinks it’s a much better system than typical…
Fisher on Babson's Market Cycles
Referencing the work of famed business theorist Roger Babson, Kenneth Fisher says cyclical forces indicate we’re in a time when investors should be buying stocks. In his latest Forbes column,…
Hulbert: Not Likely That The Plunge Was The Bottom
For investors thinking that Thursday’s big plunge is a sign that the stock market has bottomed, Mark Hulbert has a warning. “Market declines rarely end with days like Thursday’s 513-point…
Sonders on the Impact of a U.S. Downgrade
Charles Schwab’s Liz Ann Sonders says there’s still a possibility that the U.S. could have its credit rating downgraded, but also says the implications of a downgrade may not be…
Krugman: Debt Deal a Dog
Nobel Prize-winning economist Paul Krugman says the debt ceiling deal is a bad one, and that more stimulus — not cutbacks — is needed from the government. Krugman tells Bloomberg…
Siegel and Shiller Debate the Debt Conundrum
How should the U.S. go about cleaning up its debt mess? In a recent interview with MarketWatch, two of the world’s top economic minds — Professor Jeremy Siegel of Wharton…
Big Returns in Small Stocks
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at his small-stock-focused Motley Fool-based strategy, which has returned 16.1% per year in its…
Grantham: Resource Shortages Are Looming -- Deal with Them Now
GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real…
The Greenblatt Approach: A Simple, Elegant Way to Crush 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 Joel Greenblatt-inspired strategy, which has…