While stocks have stumbled out of the gate in 2014, Wharton’s Jeremy Siegel doesn’t think the declines are a sign that the bull market is ending. “While I still think…
Hot List: The 2014 Outlook
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John examines three key reasons why he…
Brown on The Valuation Debate
Are stocks overvalued and headed for a crash? Josh Brown of Ritholtz Wealth Management and The Reformed Broker blog doesn’t think so. While many have pointed to the fact that…
Sonders: December Jobs Numbers Look Like A Fluke
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the market does have a couple strikes against it right now, but they are likely short term issues, she contends. Sonders…
Study: Which Valuation Metrics Matter?
In a new study, Smithers & Co. examines just what valuation metrics have historically had predictive power over the stock market’s direction — and the results don’t bode well for…
Herro on 2014, and What Japan Needs To Do Now
Top fund manager David Herro says that, while stocks jumped far more than most expected they would in 2013, they still should have room to run going forward. “Despite the…
Reese: Cheap Stocks Remain
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese says that, while broader valuations are up, investors shouldn’t avoid stocks. “Yes, the market’s rise was rapid…
Achuthan, ECRI Not Budging
Lakshman Achuthan, whose Economic Cycle Research Institute has a strong track record of calling economic expansions and recessions, has faced a lot of criticism for ECRI’s contention that the U.S.…
Nygren on the Value in Financials
Top fund manager Bill Nygren says he’s continuing to find the best value in the market in the financial sector. While the much-maligned sector isn’t the sexiest right now, Nygren…
Ritholtz On What To Learn From The Gold Bust
After a huge decade-long runup, gold has tumbled in recent years, pounding portfolios of many gold bugs. “The mania for gold, like all manias preceding this one, is ending badly,”…