When fears are high, it’s natural to want to jump out of stocks. But while it might seem logical to avoid equities during tough times, The Motley Fool’s Morgan Housel…
Paulsen: QE Has Had Little Impact
One strategist who likely is pleased with the Federal Reserve for finally beginning to taper its asset purchasing plan: Wells Capital’s James Paulsen. Paulsen said last week at the Wells…
Winters Likes Asia in 2014
Top fund manager David Winters says he’s high on Asia heading into 2014. “We think the big undervaluations, going back to Graham and Dodd … are overseas,” he tells CNBC.…
Why Catalysts Don't Matter
After what has been a stellar 2013 for stocks, many investors are now wondering if there are any catalysts that can push the market even higher in 2014. But Michael…
Holiday Shopping With The Gurus
Many investors have been bearish on retail-related stocks, particularly after a mediocre start to the holiday shopping season. But Validea CEO John Reese says not to ignore what he thinks…
OSAM on the Efficient Market Myth
While many believe that equity markets — particularly large-cap equity markets — are efficient, quantitative investing guru James O’Shaughnessy’s firm says the data shows otherwise. “Our research shows that, with…
Reese on How to Address the January Effect
In an interview with Business News Network of Canada, Validea CEO John Reese recently discussed the “January Effect”, and how investors should position themselves in light of the seasonal trend.…
Rethinking Economic Gauges
When it comes to assessing the state of the economy, gross domestic product has long been viewed by many as something close to gospel. But the government will soon begin…
Sonders Talks Bulls, Rising Rates, Valuation, and More
Charles Schwab Chief Investment Strategist Liz Ann Sonders remains optimistic on stocks, saying that she thinks the bull run that began in 2009 is a secular bull, not a cyclical…
Ritholtz on the Folly of Forecasting
When it comes to market and economic forecasts, top strategist Barry Ritholtz has some advice: Ignore them. “The simple truth is that, as a species, you humans are terrible about…