Top strategist Kenneth Fisher says that he is keen on European stocks because of “false fears” in the region, while he is down on Japanese stocks because of “false hopes”…
Category: Historical Lessons
Why Good Investors Like Bad "Vacation Spots"
If you’re looking for good vacation ideas, you should look for places with positive reviews on any number of websites that offer ratings on hotels, restaurants, and activities. If you…
Great Pages: Fisher On Market Timing
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
R-Squared Indicator Says Market Could Get Scary
Wells Capital’s James Paulsen has been bullish — correctly — throughout much of the bull market that began in March 2009. But now, Paulsen says that a key sentiment indicator…
Peter Lynch And High-Dividend Stocks
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 averaged annual…
Fisher: Don't Fear Deflation
Kenneth Fisher says to ignore those who are saying we are headed for a stock-crushing deflationary environment. (more…)
What's More Important: Fees & Taxes, Or Asset Allocation?
In his latest book, “Global Asset Allocation: A Survey Of The World’s Top Investment Strategies,” Meb Faber examined the asset-allocation approaches of several renowned investors. His findings indicate that you…
Here's Why You Shouldn't Overlook A Struggling Business
In an excellent recent interview with The Investors Podcast, quantitative guru Tobias Carlisle talks about the powerful force of mean reversion in the stock market and economy, and offers a…
Fisher: Don't Believe The "Currency War" Hype
With central banks around the globe making an array of moves to weaken or strengthen their currencies, talk of currency wars has risen. Kenneth Fisher says not to buy it.…
New Data Supports Fisher's Old Approach
In a recent piece for Seeking Alpha, Thomas Pound looks at the stock-picking approach Kenneth Fisher laid out in his classic book Super Stocks, as well as Validea’s Fisher-inspired model…