Top value fund manager Bill Nygren says that investors should stop paying attention to every zig and zag the stock market makes, and instead take advantage of a “once-in-a-generation opportunity”…
Hulbert: "New Era" of Higher Correlations a Fallacy
At various points over the last few years, market analysts and pundits have echoed the popular belief that the world of the stock market has fundamentally changed, causing stocks to…
Akre Likes Discounters
Top value investor Chuck Akre has built on his excellent long-term track record this year, and now he’s high on discount retailers and at least one cell phone tower company.…
Guru Strategy Rating Changes: CVX Rising, DB Falling
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the…
Look Beyond Europe News, Sonders Says
Charles Schwab’s Liz Ann Sonders — whose calls on the start and end of the “Great Recession” proved quite accurate — warns against hyperfocusing on Greece’s debt problems. “Even the…
Reese on Momentum and Value Working Together
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that, while many of history’s greatest investors have been value-focused strategists, momentum can also be a…
Fisher: The Economic Data Is Better than Many Think
Kenneth Fisher says the fact that GDP growth nearly doubled in the U.S.’s third quarter is far from the only positive economic sign out there — even though the media…
Biggs: "Rally Going to Continue for a While"
Hedge fund guru Barton Biggs, who had been reducing equity exposure late in the summer months, has recently reversed course and has continued to up his exposure since the announcement…
Gross & El-Erian See Weak Growth, and the Need for Gov't Spending
In a rare joint interview, PIMCO’s Mohamed El-Erian and Bill Gross say that the US will continue to experience slow growth because of structural problems with the economy, and that…
Zweig on the "Optimism Bias"
On the Wall Street Journal’s “Total Return” blog, Jason Zweig highlights research that indicates human beings have an “optimism bias” — that is, we learn more from our successes than we…