In an interview with The Motley Fool web site, author Roger Lowenstein, who has written extensively about Warren Buffett, offers some interesting insights into why the “Oracle of Omaha” has…
Category: Historical Lessons
Guru Strategy 7-Year Report Card: Ben Graham Still on Top
More than three decades after his death, Ben Graham is still beating the market. At least, Graham’s strategy is still handily beating the market, according to Validea.com’s guru-inspired portfolios, the…
Reese: Don't Overlook Small-Cap Value Plays
In his latest column for Canada’s Globe & Mail, Validea CEO John Reese takes a look at an area of the market that has historically produced strong outperformance: small-cap value…
Stiglitz: This Is No Time for Austerity
Paul Krugman isn’t the only Nobel Prize-winning economist saying austerity measures are threatening to derail the economic recovery — not help it. Columbia University’s Joseph Stiglitz tells CNBC that there…
Winters Seeing Plenty of "Fat, Slow Pitches"
David Winters, whose Wintergreen fund has a solid market-beating track record, says that he’s seeing a lot of “fat, slow pitches” in the market right now, and that he’s particularly…
Krugman Sees Early Stages of Depression
Nobel-Prize-winning economist Paul Krugman has said in recent months that if more stimulus is not injected into the economy, the economic recovery very well may be derailed. Now, he sees…
Hussman Sounds Recession Bell
Fund manager John Hussman is amping up his recession warnings, saying that, “based on evidence that has always and only been observed during or immediately prior to U.S. recessions, the…
The Changing Face of Investment Research
While the tenets of good investing remain much the same as they were decades ago, the tools that average investors can use to implement those concepts have undergone something of…
Lynch-Inspired Model Far Outpacing 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 Peter Lynch-inspired strategy, which has…
Sonders: Opportunities in a "Gray" Market
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that she sees a range-bound market for the short term, but that opportunities exist — particularly for investors who are willing…