Contrarian strategist David Dreman says a “major bubble that will hurt a lot of people” has formed in the long Treasury bond market. “Ten-year Treasuries are yielding about 2%, while…
Sonders: No QE3, No Problem
The Federal Reserve didn’t give any indications after its last meeting that it will be undertaking a third round of quantitative easing, and Charles Schwab Chief Investment Strategist Liz Ann…
Mobius: Russia "Too Cheap To Ignore"
While Russian stocks struggled mightily last year, Templeton Asset Management’s Mark Mobius says they are the most attractive of the “BRIC” nation equities in 2012. Mobius tells Investment Week that…
Gabelli: Opportunities in Spinoffs
Value investing guru Mario Gabelli says companies that spin off parts of their businesses are a prime area to look for good investments. Gabelli tells CNBC that he likes investing…
Why Are So Many Investors Staying On The Sidelines?
Over the past three years, the stock market has soared more than 100%. Over the past two years, nearly four million jobs have been created in the private sector. Retail…
Are Stocks Really A Good Inflation Hedge?
Conventional wisdom is that stocks are a good hedge during inflationary periods. But some prominent financial researchers say the belief is off the mark. “When inflation has been moderate and…
El-Erian: Unemployment Data Good, But Economy Not At "Escape Velocity"
PIMCO’s Mohamed El-Erian sees a lot to like in the March jobs report, but says a number of concerns remain for the economy. El-Erian tells Bloomberg that in addition to…
O'Shaughnessy Strategy Beats The Market with Growth -- And Value
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…
Mobius On Attractive Frontier Markets
Templeton Asset Management’s Mark Mobius says that stimulus efforts by central banks around the world are helping to push funds into frontier markets. He tells Bloomberg that he’s high on…
The '90s Valuations Were Right, Just Early, Says JPM Strategist
J.P. Morgan senior economist James E. Glassman says the stock market remains cheap, and thinks that the macroeconomic picture remains bullish for stocks while the micro outlook involves some cautiousness.…