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 Warren Buffett-inspired strategy, which has averaged annual…
Dreman: Don't Let The Fed Keep You Down
Contrarian guru David Dreman says the Federal Reserve has been playing a dangerous, unsuccessful game by keeping interest rates so low for so long. But he says there are ways…
O'Shaughnessy: Keep It Simple With Shareholder Yield
You don’t need complicated strategies to beat the market. That’s what James O’Shaughnessy says in a recent column discussing shareholder yield (dividend yield plus buyback yield). (more…)
Greenblatt on the Valuation Dichotomy
Hedge fund guru Joel Greenblatt says he’s seeing a wide disparity in the way the current market values large stocks and small stocks. (more…)
Reese on Dreman's Market-Beating Contrarian Approach
In an interview with Steven Halpern for MoneyShow.com, Validea CEO John Reese recently talked about the Guru Strategy he bases on noted contrarian investor David Dreman. (more…)
Warren Pieces: Buffett, Burgers, and Buybacks
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1997 Letter to Shareholders, Warren Buffett talked about why market fluctuations are good for buy-and-hold…
Siegel Still Keen On The Bull
Does the recent market turmoil mean the bull market is ending? Jeremy Siegel doesn’t think so, even if the Federal Reserve starts raising interest rates sooner than previously expected. (more…)
Trennart: It's All About Inflation
Jason Trennart of Strategas Research Partners says there is no good alternative to stocks in today’s low-rate world, and he thinks it’ll remain that way until inflation really starts to…
Herro Talks Europe and Japan
Top fund manager David Herro says he’s not letting macroeconomic events change his investment approach. (more…)
What Do Former World Series Hero Joe Carter And Warren Buffett Have In Common?
In his latest for Forbes.com, Validea CEO John Reese turns to an unlikely source of investment wisdom: Former Major League outfielder and World Series hero Joe Carter. (more…)