By Justin J. Carbonneau (@jjcarbonneau) — Sometimes someone says something that hits you like a ton of bricks. Well, in early January Warren Buffett was on CNBC and one of…
Gundlach's Market Outlook
According to Jeffrey Gundlach, although the S&P 500 will post a negative return in 2018, there is no recession in the offing. This according to a recent Barron’s article highlighting…
Hedge Funds Waiting for the Next Bear Market
“No one is more eager for the next bear market than long-short hedge funds,” reports a recent Bloomberg article. These funds, the article explains, are not designed to keep up…
Most Read Posts on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1]The Effect of Quantitative Easing on Investment Cycles [2] Blending of the Best of Active…
Barron's 2018 Roundtable Outlook for Economy and Stocks
A recent article in Barron’s outlined commentary by members of the publication’s 2018 Roundtable regarding the economy and stock market. Members included DoubleLine’s Jeffrey Gundlach, Mario Gabelli, Abby Joseph Cohen…
The Effect of Quantitative Easing on Investment Cycles
By Jack Forehand (@practicalquant) — “Hindsight gives us the illusion that the world makes sense, even when it doesn’t make sense” — Daniel Kahneman This time is different. If there is…
Pimco Adviser Says Market's Lack of Fear is Scary
As many expect the current bull market to last longer, Pimco global economic adviser Joachim Fels recently told Bloomberg TV, “The fact that the fear is gone is the main…
Fear-of-Missing-Out is Pervasive Among Investors
According to a recent Bloomberg article, the fear-of-missing-out (FOMO) factor looms large as the S&P 500 “got off to its best start to a year since 1999,” adding, “It’s risen…
Buffett Says Tax Cut is Bullish for Stocks
The new tax legislation, which lowered the corporate tax rate from 35 percent to 21 percent, is “significantly altering how investors value equities and the market,” according to a recent…
Gold Outperforming Since Fed Rate Hikes
Since the Fed raised rates last month, gold has outperformed most major asset classes, according to a recent Bloomberg article. Though counterintuitive, the article says, gold’s strong performance has become…