The Presidential Election Year Cycle is an oft-talked about stock market phenomenon, and this week MarketWatch’s Mark Hulbert digs a bit deeper into how it may play out this time…
Category: Historical Lessons
Economy Isn't Out of Woods, Hussman Warns
While the National Bureau of Economic Research recently declared that the so-called Great Recession ended in June of 2009, John Hussman says that doesn’t mean the economic pain is over.…
Fisher: New Normal Concept Is "Idiotic"
While many have been talking about — and fearing — a “New Normal” of slower growth for the U.S. economy and stock market, author and top money manager Kenneth Fisher…
Weak Economy Doesn't Equal Weak Stock Performance, Study Shows
Unemployment remains high, economic growth is slowing, taxes may soon rise, and consumer confidence is near historic lows. But while investors are fleeing stocks in favor of bonds amid the…
Is It Different This Time?
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that the current U.S. recovery — while much-maligned in the media — isn’t all that different…
Study: Biases -- Not Risk -- Are Behind Value's Outperformance
A new study shows that value investors who remain patient and rational tend to make out better in the market than those who buy up flashier stocks. According to Canada’s…
The Piotroski Strategy: How an Accountant Beats 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 Joseph Piotroski-inspired strategy, which has…
Dreman on Why Not to Rely on CAPM & Beta
In his latest Forbes column, contrarian guru David Dreman says the capital asset pricing model — long a staple of the investing world — should be done away with. The…
Sonders on the Bond "Bubble", Hindenburg Omen
In her latest market commentary, Charles Schwab’s Liz Ann Sonders says she doesn’t see a “bond bubble” forming — but she does say that many investors have probably moved too…
Negativity Creating Opportunities, Gabelli Says
Top value investor Mario Gabelli says those who contend buy-and-hold investing is dead are echoing a familiar refrain that has popped up at other points in history, and has yet…