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…
Dreman on How To Combat High-Frequency Trading
Contrarian investor David Dreman say high-frequency trading is a “dark vulture” hovering over markets. And in his latest Forbes column, he offers a few tips on how individual investors can…
Mobius Sees Continued Volatility, But Good Returns
Templeton Asset Management’s Mark Mobius sees more volatility for global markets in 2012, but expects stocks to fare well over the longer term. “Taking a five year view, we expect…
Fisher: Look for Euro Stock Rebound in '12
The European debt crisis dominated the investment world for much of 2011, with eurozone stocks getting pounded. But in 2012, Kenneth Fisher says to key on the same types of…
Krugman on Why Politicians Don't Get Debt
For much of 2011, politicians have been squabbling over how to pare the U.S.’s deficit. But Paul Krugman says they’re misguided in doing so. “This misplaced focus said a lot…