While some measures of short-term sentiment have gotten quite bullish, Charles Schwab Chief Investment Strategist Liz Ann Sonders says that long-term indicators show the stock market’s Wall of Worry remains…
Fisher: Annuities, No; Stocks, Yes
In his latest Forbes column, top strategist Kenneth Fisher talks about why he hates annuities, and why he remains bullish on stocks. (more…)
Tech Sector's Second Acts Offering Lots Of Value
The tech sector evolves quickly, and that can turn one-time stars into afterthoughts in the blink of an eye. But Validea CEO John Reese says it’s not yet time to…
Falling Oil A Problem? Hardly, Says Rosenberg
Don’t believe the hype about falling oil prices being a bad sign. That’s what top economist David Rosenberg says. (more…)
Reese On The "Quality-Value Synthesis"
Many of history’s best investors have been big proponents of investing in “quality” stocks — those that generate high returns on equity and assets, and strong, consistent margins. But Validea…
Herro: Risk-Reward Better For Europe
Looking for places where the risk/reward scenario is most attractive? Top fund manager David Herro says Europe is the place to focus. (more…)
Fisher: Gridlock Is Great
Following this month’s elections, many are fretting about the likely gridlock that will dominate the American political system. But Kenneth Fisher says gridlock is just what markets like. (more…)
HowTo Identify A Moat, Guru-style
In his latest column for Seeking Alpha, Validea CEO John Reese looks at how Warren Buffett — and other gurus — have gone about identifying companies with “economic moats”. (more…)
Cars and Cards for Berkshire, Buffett In Q3
Warren Buffett’s Berkshire Hathaway significantly upped its stake in both Visa and Mastercard in the third quarter, while also ramping up its investment in embattled automaker General Motors. (more…)
Greenblatt: Why I Changed Strategies
Why did top strategist Joel Greenblatt change his investment strategy from a highly concentrated one to one that invests in hundreds of stocks? That is one of the many interesting…