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…
What Buffett Sees In The Newspaper Biz
Warren Buffett created a stir with Berkshire Hathaway’s recent acquisition of the Omaha World-Herald, with his firm venturing into an industry that has numerous questions swirling around it. Just what…
Tilson On Financials, And The Importance Of Discipline
Whitney Tilson says he doesn’t think the U.S. is headed for financial Armageddon, which means numerous bargains — including several in the financial sector — are available right now. “Yes…
Sonders On Similarities, Differences Between Today and 2008
The eurozone debt crisis has frequently been compared to the Lehman Brothers-triggered financial crisis that rocked the U.S. in 2008. In recent commentary, Charles Schwab Chief Investment Strategist Liz Ann…
Gurus Go Panning For Gold
In his latest RealMoney column, Validea CEO John Reese takes a look at some gold mining stocks that could benefit from a Eurozone money-printing program. “In times of financial trouble,…
Wien On Valuations, Growth, and Gold
Byron Wien says he expects the U.S. to show slow growth next year, and says stock valuations are “very attractive”. But whether those valuations are enough to overcome global debt…