Conventional wisdom has long held that the U.S. manufacturing sector is on the decline. But in a new research report, Kenneth Fisher’s firm offers a very different take. “The U.S.,…
Has the Market Topped? History Says 'No'
If the stock market has indeed already topped out, it would be an aberration by historical standards, Mark Hulbert says. In his MarketWatch column, Hulbert looks at a handful of…
Siegel on Stocks, Euro Parity
While the market has struggled in recent weeks, Wharton professor and author Jeremy Siegel remains confident that the Dow Jones Industrial Average will hit 15,000 by the end of 2013.…
Would Buffett's Latest Moves Impress The Gurus?
In his latest column for Forbes.com, Validea CEO and author of The Guru Investor John Reese takes a look at how Berkshire Hathaway’s and Warren Buffett’s latest moves stack up…
Romick Not Excited By Market
Top mutual fund manager Steven Romick says he’s “maintaining the status quo” with his portfolio, because he isn’t seeing many enticing opportunities right now. Romick tells Tom Keene on Bloomberg Television’s…
Sonders on Sell in May, Positive Signs, and the "Fiscal Cliff"
Should you “sell in May and go away,” as the old investing adage says? Charles Schwab Chief Investment Strategist Liz Ann Sonders says not so fast. In commentary on Schwab’s…
Diversification: How Many Stocks Is Enough?
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…