In his latest column for Seeking Alpha, Validea CEO John Reese lays out his case for not ditching small caps despite their weak recent performance. (more…)
Fisher: Buyback Bashing Is Bunk
While many bears have said that a boom in share buybacks has been a drag on growth and a way of masking weak earnings and revenues, top strategist Kenneth Fisher…
A Simple Accounting Strategy With Extraordinary Returns
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 Joseph Piotroski-inspired strategy. Below is an excerpt from…
Lazar: US Back As Global Growth Driver
For years we’ve been hearing about how China and other emerging markets have surpassed the US as the driver of global growth. But in an interview with WealthTrack, top-rated economist Nancy…
Faber: Global Economy Not Healing
Marc Faber of the Gloom, Boom & Doom Report doesn’t see much he likes in the global economy right now. “I think it’s quite funny because everywhere you go, up…
Tepper: US Stocks Aren't Pricey
Hedge fund guru David Tepper says US stocks are not expensive right now. “The U.S. economy is pretty good, stocks are not at high multiples right now,” Tepper, told Bloomberg Television.…
Top Strategists See Bull Continuing To Run
While many people are wondering whether the bull market is running out of steam, Jim Paulsen and some other top strategists think it has a ways to go. (more…)
Buffett Buying Amid Declines
While the market was tumbling on Wednesday, Warren Buffett was buying. (more…)
Take It From The Gurus: Boring Is Beautiful
In a recent article for Canada’s Globe and Mail, Validea CEO John Reese says that when it comes to investing, boring is beautiful. (more…)
Warren Pieces: Buffett on Ted Williams, Macro Forecasting, and Fear
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1994 Letter to Shareholders, Warren Buffett offered his thoughts on macroeconomic forecasting, and discussed why…