In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now. “With the world population continuing to rise,…
Hussman: Short-Term Conditions "Hard-Negative"
Fund manager John Hussman says the current stock market condition “warrants unusual concern,” and is playing defense with his portfolio. “Based on a wide variety of evidence and its typical…
Top Small-Cap Manager Plays It Safe
Small-cap growth is an area of the stock market that would seem to imply frequent trading and extra risk. But Jeff Cardon, whose Wasatch Small Cap Growth Fund has been…
A Sector For All Seasons
In his latest Forbes.com column, Validea CEO John Reese looks at new data about what sector of the stock market has provided the most bang for investors’ bucks over the…
El-Erian: U.S. Problems Can Be Fixed, If Pols Get Act Together
PIMCO’s Mohamed El-Erian says the odds of a new U.S. recession are between 33% and 50%. “This is a fragile economy,” El-Erian tells Bloomberg. “It doesn’t mean we don’t have…
Getting Contrarian With The Dreman Approach
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 David Dreman-inspired strategy, which has averaged annual…
Icahn: For Now, Focus on Jobs, Not Deficit
While acknowledging the U.S.’s budget problems, hedge fund guru Carl Icahn says now is not the time to be focusing on reducing the country’s deficit. “I think at this time,…
Top Fund Managers: Valuations Very Compelling
O. Mason Hawkins and G. Staley Cates, whose Southeastern Asset Management funds have excellent track records over the past decade, say they are adding to their equity positions amid the…
Grantham Gloomy, But Not Running From Equities
GMO’s Jeremy Grantham sounds quite gloomy in his latest quarterly letter, though he advises a “near normal” allocation to equities and says high-quality U.S. stocks are “relatively cheap”. Grantham says…
Arnott On Why It Wasn't A Lost Decade
The “Lost Decade”: It’s a moniker that many stock market commentators have applied to the 2000s, a decade in which we saw two major bear markets and the S&P 500…