Blackstone Advisory Partners’ Byron Wien predicted before the year began that the S&P 500 would rise above 1,400 in 2012. Now that it has, he sees it climbing even higher.…
Greenblatt Talks Market Valuation, Value Investing, and Much More
In a wide-ranging interview with the Columbia Business School’s Graham & Doddsville newsletter, hedge fund guru Joel Greenblatt says the stock market is in the “87th percentile towards cheap” right…
O'Shaughnessy: Block Out The Noise
James O’Shaughnessy says to block out the noise and listen to what history has to say about where the stock market is headed — upward. “We need perspective on the…
El-Erian: 'Central Bank Put' Won't Last Forever
PIMCO’s Mohamed El-Erian says global central bank policies have inflated asset values beyond what fundamentals merit, and says that won’t last forever. “That central banks are essentially ‘all in’ is, in…
Growth Or Value? How About Both
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 James O’Shaughnessy-inspired strategy, which has averaged annual…
Herro Still Keen on Europe
While many investors continue to avoid European stocks amid the continent’s debt crisis, top fund managers David Herro and Rob Taylor are still betting big on European stocks. In their…
Sonders: U.S. Economy Creating More than Paper Wealth
Charles Schwab’s Liz Ann Sonders says a strong Corporate America and green shoots of economic improvement have her optimistic on stocks. “The economy is actually creating stuff and not just…
Bonds Very Unlikely to Beat Stocks over Next Decade, Says Bogle
While bonds have performed very well in recent years, Vanguard Founder Jack Bogle says the odds are very high that stocks will outperform bonds over the next decade. “I think…
Reese: Follow the Cash
North American corporations are holding huge amounts of cash on their balance sheets, which has attracted criticism from some policymakers. But Validea CEO John Reese says many of these cash-rich…
Shiller Study: Housing Recovery No Sure Thing
In a new paper, housing guru Robert Shiller and two of his colleagues say they aren’t yet convinced the housing market is in a recovery. “A recovery may be plausible,…