How will the economic world look in 40 years or so? A new report from banking giant HSBC, entitled “The World in 2050”, takes aim at that question, and comes…
Category: Historical Lessons
Fisher: 2011 a Year of the "Alpha Bet"
Kenneth Fisher says 2011 is “likely to be very frustrating for bulls and bears alike”. Fisher says the last few years have been years of betting on beta — broad…
How to Create Stimulus Without Adding Debt
Yale economist Robert Shiller says the U.S. shouldn’t forget that it is possible to provide more economic stimulus without actually adding more debt. In an op-ed piece for The New…
Montier: Don't Believe the New Normal Hype
The “New Normal” concept has gotten a ton of attention in the financial and investment worlds in the past couple years. But in a new paper, GMO’s James Montier says…
How to Avoid "Closet Indexers"
While most mutual fund investors turn to funds that they hope will beat the broader market, a new study shows that a big portion of mutual fund managers are “closet…
Broader Outlook Gloomy, but You Can Still Make Money, Hussman Says
Fund manager John Hussman says the broader market is priced to return significantly less than its historical average for the next decade — and says the government’s huge bailout of…
The Buffett Approach: How to Pick Stocks Like an "Oracle"
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 Warren Buffett-inspired strategy and portfolio,…
Einhorn Seeing Opportunities in Gold, Stocks; Warns on Interest Rates
Hedge fund guru David Einhorn says he’s net long in the current market, and is continuing to hold a big position in gold. In an interview with CNBC, Einhorn says…
Reese: Value or Growth? Use Both
In his latest column for NASDAQ.com, Validea CEO John Reese says investors shouldn’t think they have to choose between being a value investor or a growth investor. “While often portrayed…
Fisher Welcomes Gridlock, Likes Emerging Market Airlines
With the mid-term elections in the rear-view mirror, Kenneth Fisher says gridlock should be upon us — and that’s a good thing for stocks. “We haven’t had a negative stock…