While some are proposing that we’ll see a “new normal” in stock returns going forward, economist Richard DeKaser says investors can expect 8% to 9% annualized returns over the next…
Category: Historical Lessons
Getting Contrarian with the Dreman Strategy
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 David Dreman-inspired contrarian strategy, which…
Sonders: Recovery Is More than "Sugar High"
Charles Schwab’s Liz Ann Sonders — who made what appear to have been very accurate calls on the start and end of the recent recession — says the U.S. economic…
Fisher Sees Bullish Signs
In his latest Forbes column, Ken Fisher reiterates his bullish stance on stocks, and offers several reasons why he’s optimistic. Among Fisher’s bullish points: “The GDP-weighted global yield curve (spread…
Paulsen: It's Still Early in the Recovery and the Rally
Wells Capital Management’s James Paulsen says that while many are envisioning a below-average economic recovery, the rebound has thus far been very normal, if not better than average, and he…
Reese on Buffett, Zweig, Lynch, and Other Market Gurus
In an interview with Business Insider, Validea CEO John Reese discusses his Warren Buffett-based investing strategy, which is up more than 50% in the last year. Reese also talks about…
Hulbert: Market Flashing Rare "Buy" Signal
Newsletter tracker Mark Hulbert says that the market has recently triggered a rare “buy” signal that has historically been a precursor to strong stock gains. The indicator is termed “breadth…
Shiller Talks Oil, Housing, and Bubbles
In an interview with WealthTrack’s Consuelo Mack, Yale economist Robert Shiller says that while the broader market is now selling at a significantly higher valuation than historical norms, stocks are…
Greenblatt Explains his "Magic"
Hedge fund guru and author Joel Greenblatt talks about the concepts behind and implementation of his “magic formula” investing strategy in Forbes’ latest “Intelligent Investing” interview. Greenblatt also discusses the…
Grantham Talks Valuations, Bubbles
Jeremy Grantham says the U.S. stock market is now “thoroughly expensive” — except for one subset of the market — and also says he sees more bubbles forming in various…