Lakshman Achuthan of the Economic Cycle Research Institute continues to say that the U.S. is in a recession that began in the middle of 2012. Achuthan tells Bloomberg Surveillance that…
Fisher on Why You Shouldn't Fear a Recession
Fearful of a recession? Top strategist and Forbes columnist Kenneth Fisher says to take a step back and relax. In his latest column, Fisher talks about the recession-forecasting prowess of…
Reese on How to Be Like Buffett
In a recent interview with Business News Network’s Business Day, Validea CEO John Reese talks about his Warren Buffett-inspired “Guru Strategy” and Canadian Buffett-based portfolio, which is up nearly 30%…
Time to Ditch the Yale Model?
After a bad run of performance, is it time to scrap the alternative asset-heavy “Yale model” made popular by David Swensen? Yes and no, writes the Financial Times’ John Authers.…
Whitman on What Wall Street Misses
Legendary value investor Martin Whitman says Wall Street has it all wrong when it comes to investing. Whitman tells WealthTrack’s Consuelo Mack that the Street overemphasizes earnings, short-term issues, macroeconomics,…
Sonders on the Great Rotation, and the Good Ol' Days
Could the pre-financial crisis “glory days” return for U.S stocks? That’s a question that Charles Schwab’s Liz Ann Sonders tackles in recent commentary on Schwab’s site. Sonders discusses the “great…
Examining a Growth Strategy Up 60%+ this Year
In his latest column for Nasdaq.com, Validea CEO John Reese says that at this stage in the bull market, high-quality growth stocks look attractive. “When you get deeper into a…
Siegel: Stocks Still Look Good
Author and Wharton Professor Jeremy Siegel says it is still a “very favorable climate” for equities. Siegel tells CNBC that a lack of major economic uncertainties should continue to push…
Worried About Earnings? Try Some Other Value Metrics
Market price/earnings ratios have been rising and profit margins remain at levels that some say are unsustainable. But Validea CEO John Reese says investors who are growing distrustful of earnings-based…
Forester: More than Meets the Eye in Housing
Fund manager Tom Forester, who was the only equity fund manager to make money in 2008 when the housing and financial crises rocked markets, says issues still lurk beneath the…