Steven Romick’s FPA Crescent fund is in the top 3% of funds in its class over the past 15 years, according to Morningstar, and in a recent interview with Forbes’…
Why Apple Isn't Rotting
In his latest column for Forbes.com, Validea CEO John Reese says that, despite the pounding Apple’s shares have taken in recent months, investors shouldn’t give up on the tech titan. …
Is The U.S. The Next "Emerging Market"
What will the next big emerging market be? Africa? Southeast Asia? Nope, says the man who created the “emerging market” moniker. He says the next big “EM” will be the…
How John Neff Beat The Market For Three Decades
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 John Neff-inspired strategy. Below is an excerpt…
Why Hussman Remains Bearish
Fund manager John Hussman has remained one of the staunchest bears in the stock market. And in a recent presentation (a tip of the hat to Business Insider for posting…
The 90% Debt/GDP Threshold, Debunked
As America’s debt has ballooned and its debt/GDP ratio has risen, many critics have pointed to the work of Carmen Reinhart and Kenneth Rogoff as cause for alarm. The two…
Why Goldman Raised Its Outlook For Stocks
Goldman Sachs has upgraded its outlook for stocks, and Senior U.S. Investment Strategist Abby Joseph Cohen says that’s in large part because a good deal of the current concerns are…
Three Investing Themes For The Rest Of 2013
John Linehan, who heads T. Rowe Price’s U.S. equity division and co-manages its top-performing institutional large-cap value fund, says investors shouldn’t try to time the market, and instead should focus…
Sonders On The Bond Bubble
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that, while we’re probably past the low point for interest rates, she’s not expecting a big spike in rates in the…
Rosenberg: Good News Behind Jobs Numbers
The often-bearish economist David Rosenberg is actually seeing some bright spots for the U.S. economy. Rosenberg tells Yahoo!Finance’s Daily Ticker that labor demand is rising, and firings are at an…