While many bears have pointed to the 10-year cyclically adjusted price/earnings (CAPE) ratio as a reason to avoid U.S. equities, Yale Economist and recent Nobel laureate Robert Shiller — who…
Why Gross Profits May Be More Important than Earnings
Earnings often dominate the investing headlines, but according to a growing body of research, a better indicator of future stock returns may be gross profitability. The research focuses on gross…
Bogle: Don't Rebalance -- If You Can Stand It
Rebalancing the assets in your portfolio back to a target weight is an often-cited common sense tenet of investing. But legendary Vanguard Founder Jack Bogle says you might want to…
Sonders on the Next Phase of the Recovery
If Washington can get its act together, we may be on the verge of a new phase of the US economic expansion, according to Charles Schwab’s Liz Ann Sonders. She…
Paulsen on the Debt Crisis, and Earnings Upside
Wells Capital’s Jim Paulsen says he has been viewing the debt debacle in Washington as a buying opportunity, not a long-term problem. Paulsen tells CNBC that he’s high on non-U.S.…
The Zweig Strategy: A Conservative Growth Approach
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 Martin Zweig-inspired strategy, which has averaged annual…
Oberweis: Small-cap Valuations Looking Good
After being pummeled in the 2008-09 financial crisis, small-cap stocks have bounced back strong and small-cap valuations have moved back toward normal levels over the past few years. But newsletter…
Ritholtz Not Sweating the Shutdown -- for Now
Though the government shutdown and debt deal drama are monopolizing the financial headlines, Barry Ritholtz of The Big Picture blog says it’s had little impact on his investing approach. And…
Fisher: End of QE to Boost Banks
Fears continue to hover over big banks, but top strategist Kenneth Fisher says that an end to the Federal Reserve’s quantitative easing policies will actually mean a boost for bank…
Rogers: 'Catastrophe' Coming
Jim Rogers isn’t selling his stocks yet, but he thinks that the U.S. market is heading for a ‘catastrophe’ at some point in the not-so-distant future. “This is the first…