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 James O’Shaughnessy-inspired strategy, which has averaged annual…
Herro Still Keen on Europe
While many investors continue to avoid European stocks amid the continent’s debt crisis, top fund managers David Herro and Rob Taylor are still betting big on European stocks. In their…
Sonders: U.S. Economy Creating More than Paper Wealth
Charles Schwab’s Liz Ann Sonders says a strong Corporate America and green shoots of economic improvement have her optimistic on stocks. “The economy is actually creating stuff and not just…
Bonds Very Unlikely to Beat Stocks over Next Decade, Says Bogle
While bonds have performed very well in recent years, Vanguard Founder Jack Bogle says the odds are very high that stocks will outperform bonds over the next decade. “I think…
Reese: Follow the Cash
North American corporations are holding huge amounts of cash on their balance sheets, which has attracted criticism from some policymakers. But Validea CEO John Reese says many of these cash-rich…
Shiller Study: Housing Recovery No Sure Thing
In a new paper, housing guru Robert Shiller and two of his colleagues say they aren’t yet convinced the housing market is in a recovery. “A recovery may be plausible,…
Where Tilson Is Finding Value
Top value investor Whitney Tilson recently gave an extensive presentation at the Value Investing Congress, saying he is “cautiously optimistic” that the U.S. economic recovery will continue and offering some…
Gross: Close the Gap, or Become Like Greece
PIMCO bond guru Bill Gross says the U.S. needs to close its “fiscal gap” quickly, or risk a Greece-like debt crisis. In his latest investment commentary, Gross says that he…
Lynch & Buffett Strategies Winning North of the Border
This year hasn’t been a great one for Canadian stocks, but Peter Lynch and Warren Buffett have been having quite a bit of success north of the border — at…
How Einhorn Does It
David Einhorn has become one of the most closely followed hedge fund managers in the world. And in a recent interview with Bloomberg, Columbia Business School Professor Fabio Savoldelli examines what…