With fixed-income yields still exceptionally low, where should investors go to find income? The Wall Street Journal’s Jason Zweig says they may want to look no further than their own…
Nygren: Stocks Still Attractive
Have rising bond yields made stocks less attractive? No, says top fund manager Bill Nygren of Oakmark. In his second-quarter client letter, Nygren discusses the “Dividend Discount Model” his firm…
Fisher-Inspired "PSR" Strategy Still A Market-Beater
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 Kenneth Fisher-inspired strategy, which has averaged annual…
El-Erian: U.S. Improving, But "Not At Escape Velocity"
PIMCO’s Mohamed El-Erian says the U.S. economy is improving, but still has big issues to deal with. “We continue to heal … but we’re not at escape velocity,” El-Erian tells…
Siegel: Taper Already Baked Into Stocks
Wharton professor and author Jeremy Siegel thinks the Federal Reserve will begin tapering its bond-buying program in September, and he thinks the move is already baked into stock prices. Siegel…
Reese on the Cash Conundrum
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at what happens when investors get to cash happy. Looking at data from Blackrock,…
Fisher: Don't Worry, Keep Buying
Kenneth Fisher says that investors need to stop worrying, and that the bull market is only halfway done. “Scandals in Obama-nation; China’s tepid growth; Europe’s lingering woes; stocks up too…
Is It Skill, or Luck?
Are successful investors good, or just lucky? In a recent interview with Morningstar, Credit Suisse’s Michael Mauboussin says they’re luckier than you think — but still have some skill. Mauboussin,…
Herro: Microeconomics the Key to Growth
While investors have been hyperfocused on macroeconomic factors in recent years, Oakmark’s David Herro says microeconomic reforms are crucial to the global economy and markets. In his second-quarter letter, Herro…
Ritholtz: Shut off the TV and Think Long Term
Barry Ritholtz of FusionIQ and The Big Picture blog has some advice for investors: Shut off your TV, and don’t listen to the “experts” in the financial media. “Studies have…