Top U.K. fund manager Anthony Bolton says he’s expecting a rebound in Chinese growth next year. Bolton tells Investment Week that he thinks China’s growth has actually been slower than…
Siegel: Stocks Are Cheap
Several top strategists recently spoke at the CFA Institute Equity Research and Valuation Conference, and The Motley Fool’s Bryan Hinmon and Michael Olsen highlighted a few pieces of advice from…
Fisher Thinks Fed Has Gone Too Far
The Federal Reserve’s decision to continue $85 billion per month of Treasury bond and mortgage-backed security purchases amounts to “un-stimulus”, according to Kenneth Fisher. In a piece on Fisher Investments’…
Beat The Market Like Buffett
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 Warren Buffett-inspired strategy, which has averaged annual…
Mauldin: Decreasing Deficit Means U.S. Must Run Trade Surplus
Economist John Mauldin says history shows that if the U.S. wants to reduce private and public sector leverage, it will have to figure out how to run a trade surplus.…
Without Discipline, The Numbers Won't Help You In The Market
In a recent column for Canada’s Globe & Mail, Norman Rothery says that using simple numerical stock-picking models can lead to strong returns — but that sticking to those strategies…
Sonders: Valuations Could Cushion Market If Cliff Strikes
In her latest Market Snapshot, Charles Schwab Chief Investment Strategist Liz Ann Sonders says that even if the U.S. goes off the “fiscal cliff” — triggering a variety of tax…
A Guru-Inspired Portfolio That Quadruples The Market
In an interview on CNBC’s “Street Signs”, Validea CEO John Reese recently discussed his Validea Hot List portfolio, which is up more than 160% since its 2003 inception, vs. about…
Fisher: U.S. Doesn't Need More Jobs
While many have cited job growth as being key to the economy continuing to recover, Forbes’ Kenneth Fisher says that’s “rubbish”. “When I was born, in 1950, manufacturing jobs were…
Berkowitz's Top Stocks
In a recent Fortune article, top fund manager Bruce Berkowitz discusses his fund’s struggles in 2011 and its bounce-back in 2012, as well as some of his favorite stocks in…