Author and Wharton Professor Jeremy Siegel says dividends could — and should — be coming back into favor. In an interview with The Motley Fool’s Morgan Housel, Siegel discusses the…
What Worked In 2011
Growth and momentum strategies in general ruled the day in 2011. And in a recent RealMoney column, Validea CEO John Reese looks at two growth- and momentum-oriented strategies that performed…
The 90% Debt/GDP Threshold: Reality or Myth?
Over the past year-and-a-half, many prominent strategists have cited the research of Carmen Reinhart and Kenneth Rogoff in contending that the U.S. will be in big trouble if its debt-to-GDP…
Herro's Reasons for Optimism
Oakmark’s David Herro says that despite a tough year for his funds (which still have very strong long-term track records), he remains “extremely confident about the medium- and long-term future.”…
Shiller: Stimulus Worked -- Now We Need More
Yale Economist Robert Shiller says the focus on austerity by governments around the world is similar to what happened late in the Great Depression — and he says such a…
Are Some Markets Less Efficient?
While fund managers often say they add value for investors in smaller, lesser known markets because those markets are inefficient, The Wall Street Journal’s Jason Zweig says the data shows…
What the VIX Is Telling Investors
In his latest MarketWatch column, Mark Hulbert says a successful timing model is showing that stocks are approaching “buy” territory. Hulbert looks at an approach that moves to an all-cash…
Gross: "Great Risk" Ahead
Heading into 2012, PIMCO’s Bill Gross sees a world of “fatter tails” and “great risk” for global economies and financial markets. “In the face of a delevering zero-bound interest rate…
The Zweig Approach: Beating The Market With A Conservative Growth Strategy
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 Martin Zweig-inspired strategy, which has averaged annual…
Paulsen Sees Job Gains Having Domino Effect
Wells Capital Management’s Jim Paulsen says he sees continued gains in job creation spurring a rebound in confidence that should lift many parts of the economy. Paulsen tells Bloomberg that…