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 the issue of diversification…
Bond Guru: "Absolutely No Reason" to Own High-Rated Short-Term Bonds
Top bond fund manager Jeffrey Gundlach says investors should steer completely clear of high-rated bonds with maturities of three years or less — and perhaps even longer. “There is absolutely…
Fisher Likes Pharma, Tech, and Toys -- and Books
In his latest column for Forbes, Kenneth Fisher recommends a number of classic investing books, and advises readers to learn all they can from them. Among the books Fisher touts…
How to Learn from History's Best Investors
In an interview with Wall Street Week’s Al Berkeley, Validea CEO and author of The Guru Investor John Reese discusses his guru-based investment approach. Reese also discusses some of the…
Doll: The Bull Isn't Done Running
While equity markets have struggled in recent weeks, Blackrock’s Bob Doll says it’s not the start of a bear market. “Although markets have been troubled in recent weeks, we do…
Berkshire's Buys & Buffett's Wisdom
Warren Buffett’s Berkshire Hathaway added at least two new positions to its portfolio in the first quarter, and increased stakes in several other holdings. Berkshire added a 10-million-share new position…
Gross: Austerity Won't Work
PIMCO’s Bill Gross says that what is needed to fix the European debt crisis is growth and budget discipline — not mere austerity. “No, that doesn’t work,” Gross says of…
European Woes: Buying Opportunity or Cause for Concern?
James Paulsen of Wells Capital says he thinks the latest European debt fears will, once again, prove to be a buying opportunity for investors. Paulsen also tells Bloomberg that declining…
Stocks for the Sporting Investor
Top fund manager John W. Rogers Jr. says there’s money in sports — and the stocks of sports-related companies. “Sports is in the sweet spot of transformative technology and media…
Siegel: ECB Will Devalue Euro
Wharton Professor and author Jeremy Siegel says he thinks the European Central Bank will eventually devalue the Euro to stem the debt crisis in Europe. “My forecast is ultimately the…