In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the “Dogs of the TSX”. Noting the historical success of the well-known “Dogs…
Category: Historical Lessons
Davis' Tips for How to Identify a Market Top
How do you identify times when the stock market is nearing a top? Ned Davis of Ned Davis Research uses several metrics, and, right now, on balance, they’re indicating the…
O'Shaughnessy on How Inflation Impacts Stocks, Bonds
Given the huge growth in monetary supply that the Federal Reserve has overseen in an effort to combat the financial crisis and Great Recession, many top strategists — including Warren…
Cooperman Still Optimistic on Stocks
Hedge fund guru Leon Cooperman says he’s still optimistic on the stock market, though his optimism has been tempered a bit recently. Cooperman (whose market commentary starts around the 10…
The Shiller P/E: In Need of a Revision?
Does the “Shiller P/E” need a revamp? Some well-known strategists say yes, but others — including Yale Economist Robert Shiller himself — say no. While most strategists and publications use…
Bogle: Beware Fuzzy Numbers
Vanguard found John Bogle says investors should view stock market numbers with skepticism, particularly in terms of historical market returns being used as a guide for the future. “Even if…
Yacktman Managers Talk Strategy, Mindset, and Value
In an extensive interview with GuruFocus.com, Donald Yacktman, Stephen Yacktman, and Jason Subotky of the top-performing Yacktman Funds talk about their investment strategy, and where they’re finding value right now.…
The Neff Approach: Boring, Dull -- and Very Effective
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 John Neff-inspired strategy, which has…
Drop in Confidence Numbers Not a Reason to Worry, Says Hulbert
One of the economic data points that usually snatches headlines is the monthly consumer confidence numbers that show how optimistic or pessimistic Americans are on the economy. But in a…
Study: Why Stocks Could Do Well in Next Decade -- Even If Growth Is Slow
Since the stock market crash of late 2008, investors have heard a lot about the “New Normal” — the notion that we’re now in a new era of lower-than-average economic…