Blackrock’s Bob Doll says that, while the economy has been faltering for the past few months, he doesn’t think the U.S. is headed into a recession, and he remains cautiously…
Siegel Talks Euro, Fiscal Cliff
Wharton Professor and Stocks for the Long Run author Jeremy Siegel says he expects debt-laden European countries like Spain, Greece, and Portugal to stay in recession “for years to come”,…
Paulson Dials Back Risk, Talks of Euro Unraveling
Hedge fund guru John Paulson is dialing back risk in his portfolios, and says he sees a 50% chance that the euro currency will unravel, Bloomberg reports. In a conference…
Gross: Treasury Investors Should Expect a Haircut
PIMCO bond guru Bill Gross says that Treasury bond investors are going to get a “haircut”, and that those looking to preserve their purchasing power must put their money into…
Wien's Reasons for Optimism -- and Concern
Blackstone Group’s Byron Wien is seeing reasons for optimism in the U.S., though he thinks the stock market boom days of the 1980s and 1990s aren’t coming back anytime soon.…
Despite Slow Growth, Cooperman Likes Stocks
Hedge fund guru Leon Cooperman says he’s “moderately constructive” about U.S. stocks, and is very bearish on U.S. government bonds. Speaking at the “Delivering Alpha” conference presented by CNBC and Institutional…
The 10 Most Common Investor Mistakes
Barry Ritholtz says investors most often fail not because of crises and market turmoil, but instead because they don’t understand the very basic concepts of investing. “In my decades as…
Double-Digit Returns from a 60-Year-Old Strategy
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 Benjamin Graham-inspired strategy, which has averaged annual…
Fisher Sees 2012 Ending with Strong Gains
In a preview of his firm’s third-quarter outlook, Kenneth Fisher and Fisher Investments’ Investment Policy Committee say they expect stock returns for the full 2012 year to be “strongly positive”,…
Reese on Healthcare Bargains
In his latest article for RealMoney.com, Validea CEO John Reese looks at some healthcare stocks that are getting high marks from his Guru Strategies. “As a historically noncyclical industry, the…