On CNBC’s Halftime Report last week, Omega Advisors CEO Leon Cooperman shared his views on the market and its direction. “The market’s not cheap,” Cooperman said, “but it’s not expensive…it’s…
Just Another Stormy Monday? Lessons from Market Disruptions
By John Reese (@guruinvestor) — Thirty years ago, five days after 1987’s infamous Black Monday, Louis Rukeyser shared some calming and timeless words on his evening broadcast of Wall Street…
Ritholtz & Kaissar on Passive Versus Active Management
In a recent online debate concerning active vs. passive investing, Bloomberg columnist Nir Kaissar and Ritholtz Wealth Management’s Barry Ritholtz offered a range of arguments and insights. Here are some…
Natural Disasters and Market Reaction
The recent run of natural disasters and how the market has reacted is the subject of a recent Barron’s article. Underscoring the gravity of lives lost and emotional scars from…
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] Are We Partying Like its 1999? [2] Lessons From Over a Decade of…
A Money Manager with a Long-Term View
Nancy Zevenbergen set up her own investment company at age 28 and, by 1992, had an office, 51 clients and $212 million under management. This according to a recent article…
Bob Doll Says Bull Market is Likely to Continue
Nuveen’s chief equity strategist Bob Doll says the global stock market should continue to rise despite risks, according to his recent Barron’s article. Doll argues that investor confidence has increased…
Podcasts of the Week: Carlisle, Black Monday & Dunn
By Jack M. Forehand (@practicalquant) — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week…
Are We Partying Like its 1999?
By Jack M. Forehand (@practicalquant) — One of the most common comparisons I hear for the current state of the stock market is the bubble of the late 90s. With…
Growth Stocks May be Outperforming, But Value Will Come Back
Since the financial crisis, growth stocks have beaten value but, over the long-term, value will have its day in the sun. This according to a recent article in the Financial…