Even the most astute investors can fall prey to emotions and behavioral biases, and in a recent interview value guru Whitney Tilson talks about how to keep those emotions and…
Paulsen: Tapering Will Lead To More Confidence, Not Less
Wells Capital’s James Paulsen thinks that the “great Fed myth” about the stock market rally being a “sugar high” will soon be debunked. Paulsen tells Bloomberg he thinks the market’s moves…
Diving into Emerging Markets, Guru-Style
In his latest column for Forbes.com, Validea CEO John Reese says that recent troubles in emerging markets have created some nice opportunities in EM stocks. “Huge demonstrations in Brazil, a…
Reese: Don't Believe The Tapped-Out-Consumer Tale
Validea CEO John Reese says in his latest Nasdaq.com column that investors shouldn’t fall prey to the “tale of the tapped-out consumer”. “In the investing world, putting stories ahead of…
Top Strategist Sees Value in Cash
While stocks have been hitting all-time highs, top value fund manager Charles de Vaulx thinks there’s value in cash right now. De Vaulx’s IVA Worldwide Fund trimmed its stock holdings…
Rosenberg: U.S. Now On "Terra Firma"
Gluskin Sheff Chief Economist & Strategist David Rosenberg says that a “firmer floor” has developed under the U.S. economy, and he doesn’t see recession coming anytime soon. “I don’t see…
Ritholtz: Don't Be a Slave to the Story
Everyone loves a good story. But in the investing world, getting too caught up in a good story can lead to serious trouble, Barry Ritholtz notes. On The Big Picture…
Sonders: Private Sector Growth Solid While Deficit Shrinks
While the U.S.’s budget problems have been a subject of much worry in recent years, Charles Schwab Chief Investment Strategist Liz Ann Sonders says good news has developed on that…
Cooperman Sees Possible Correction, But Still Finding Values
Hedge fund guru Leon Cooperman thinks stocks may be headed sideways, or into a correction. But he’s still finding value in individual companies. “I wouldn’t be surprised personally if the…
Hulbert: Buy and Hold Still Wins
If you’ve spent time lately trying to figure out when the four-plus-year bull market will come to an end, Mark Hulbert has a message for you: Stop kidding yourself. “The…