Reese: Don't Shun Europe

In his latest column for Forbes.com, Validea CEO John Reese says that investors who have been fleeing Europe amid the continent’s debt crisis are overlooking some big bargains in European…

Momentum Not Dead, According to Study

Are momentum-focused investment strategies dead? MarketWatch’s Mark Hulbert recently highlighted some new data that indicates they are not. Hulbert says that after “spectacular losses” in parts of 2008 and 2009…

Hussman: Recession Is Here

Fund manager John Hussman, whose funds have struggled in recent years but have good long-term track records, says he thinks the economy has entered recession. “I noted two weeks ago…

Yacktman: Volatility Means Opportunity

Top mutual fund manager Donald Yacktman says that the short-term “casino” mentality among most investors has actually created more opportunities for long-term value investors. Yacktman tells Morningstar that a decline…

Ritholtz on the "Uncertainty Trope"

Many have been blaming the stock market’s and economy’s recent troubles on uncertainty — uncertainty about Europe, uncertainty about the U.S.’ own debt situation, uncertainty about the regulatory environment. But…

Gabelli Talks Stocks, Economy

Top value investor Mario Gabelli says he doesn’t think the stock market will do much between now and year-end. Gabelli tells Bloomberg that the U.S. needs to address its budget…