In his latest article for MSN Money’s Top Stocks blog, Validea CEO John Reese says that value investing is not, as some claim, dead, and he offers up his Warren…
Wien: S&P May Well Hit 1,500 By Year-End
Blackstone Group’s Byron Wien says it’s “reasonable to think the [S&P 500] could reach 1,500 this year.” Wien tells Bloomberg he thinks the economy will pick up momentum, helped by…
Buffett, Berkshire Make Big Changes
Warren Buffett’s Berkshire Hathaway made several big moves in the second quarter according to new regulatory filings, including slashing its holdings of several consumer stocks. Alex Crippen of CNBC’s Warren…
El-Erian: One-in-Three Chance of Global Recession
PIMCO’s Mohamed El-Erian says there is about a one-in-three chance that the global economy enters recession by the end of the year. “Every data point that comes out tends to…
Don't Ignore The Dividends
The Wall Street Journal’s Matt Phillips has a simple message for investors: Do not forget about dividends. “Dividends matter! Dividends matter! Dividends matter!” Phillips writes on the Journal’s “MarketBeat” blog.…
GMO: Death of Equities "Greatly Exaggerated"
Bill Gross’ claim that the cult of equities is “dead” has generated a lot of response recently, and now Jeremy Grantham’s GMO has entered the fray, countering many of Gross’…
Shiller Not Convinced Of Housing Turnaround
While many signs are pointing to a housing market recovery, Yale Economist Robert Shiller — who was among the earliest to call the housing bubble that burst in the late…
Hot List Still Well Ahead of Market After Nine Years
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at some lessons that can be…
Fisher: Don't Just Buy What You Know
In his latest Forbes column, Kenneth Fisher says that investors should not, as Peter Lynch once advised, “buy what you know”. Lynch said that investors could get a leg up…
Hulbert: Contrarian Analysis Says Beware
Contrarian analysis has done a good job of predicting recent market moves, says MarketWatch’s Mark Hulbert, and right now the contrarian take is flashing a warning signal. “Stock market timers…