In a recent interview with Canada’s Globe and Mail, Validea CEO John Reese discussed some of the key points of Warren Buffett’s investing approach. Reese talks about Buffett’s desire to…
El-Erian on Recession Odds
PIMCO’s Mohamed El-Erian says that if the U.S. avoids the “fiscal cliff”, he and PIMCO don’t think the U.S. will enter recession in 2013. El-Erian tells Bloomberg that he thinks…
Siegel Counters Grantham on Profit Margins, Zero Growth
Wharton Professor and author Jeremy Siegel was pretty accurate with his 2012 market call, and he thinks 2013 is going to be another solid year for stocks. “We’re going up,”…
Large-Caps Lynch and O'Shaughnessy Might Like
In his latest RealMoney column, Validea CEO John Reese looks at a trio of large-cap stocks that look attractive as 2012 winds down. “Year to date, we’ve seen a robust…
Bolton Sees China Turnaround
Top U.K. fund manager Anthony Bolton says he’s expecting a rebound in Chinese growth next year. Bolton tells Investment Week that he thinks China’s growth has actually been slower than…
Siegel: Stocks Are Cheap
Several top strategists recently spoke at the CFA Institute Equity Research and Valuation Conference, and The Motley Fool’s Bryan Hinmon and Michael Olsen highlighted a few pieces of advice from…
Fisher Thinks Fed Has Gone Too Far
The Federal Reserve’s decision to continue $85 billion per month of Treasury bond and mortgage-backed security purchases amounts to “un-stimulus”, according to Kenneth Fisher. In a piece on Fisher Investments’…
Beat The Market Like Buffett
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 Warren Buffett-inspired strategy, which has averaged annual…
Mauldin: Decreasing Deficit Means U.S. Must Run Trade Surplus
Economist John Mauldin says history shows that if the U.S. wants to reduce private and public sector leverage, it will have to figure out how to run a trade surplus.…
Without Discipline, The Numbers Won't Help You In The Market
In a recent column for Canada’s Globe & Mail, Norman Rothery says that using simple numerical stock-picking models can lead to strong returns — but that sticking to those strategies…