Commodities guru Jim Rogers says that Europe should let Greece default on its debt, and that the U.S. Federal Reserve needs to stop printing money, or else risk creating another…
Category: Historical Lessons
The Danger of The Greece/Lehman Comparisons
While many are worrying that a Greece debt default will rock the stock market and financial world the way the Lehman Brothers collapse did in 2008, Mark Hulbert says there…
Siegel: Market Still Cheap -- Very Cheap
Wharton Professor and author Jeremy Siegel says stocks are more attractively priced than they’ve ever been during ultra-low interest rate periods, and says investors looking for yield should turn to…
The Zweig Approach: Growth Investing, With a Conservative Streak
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 Martin Zweig-inspired strategy, which has…
Fisher: Stocks Less Risky Than Bonds Over Long Haul
Ken Fisher says that, over the long term, stocks are a safer bet than bonds — if you have a time horizon of three years or longer. “If we think…
Graham's Strategy Still Producing Excellent Returns
In his latest “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl takes a look at Validea’s Benjamin Graham-inspired stock-picking model, which has continued to produce stellar results some…
Sonders: Long-Term Optimism Not Dented
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks the recent economic slowdown doesn’t signal the coming of another recession, and says she remains optimistic on stocks and…
Berkowitz on Ignoring the Crowd
In a wide-ranging three-part interview with Morningstar’s Don Phillips, top value investor Bruce Berkowitz discusses several aspects of his investment approach, including the willingness to go against the crowd and…
Greenblatt on Why Fund Managers Fail
In an article for RegisteredRep.com, hedge fund guru Joel Greenblatt takes a look at why so many mutual funds fail to beat the market averages over the long haul, and…
Ritholtz Dials Back Risk
Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent,…