Profits in the agriculture industry are reaching all-time highs, and in his latest Forbes.com article, Validea CEO John Reese offers some ideas for how investors can profit from the surge.…
Arnott: We're In Recession; Emerging Markets Attractive
Rob Arnott of PIMCO and Research Affiliates says there are “pretty high odds” that the economy is in the second dip of a double-dip recession, and thinks emerging market stocks…
GDP Fixation Is "Silly", Fisher Says
Investors will no doubt be eagerly awaiting the third-quarter gross domestic product readings in the coming weeks. But top investor Kenneth Fisher has advice for them: Ignore it. “GDP calculations…
Paulsen On Our "Crisis-Phobic Culture"
Wells Capital Management’s James Paulsen says he thinks we are in the midst of a “crisis-phobic culture”, and that U.S. investors are putting too much emphasis on what happens in…
Bearish Case "Short of Substance", Birinyi Says
Laszlo Birinyi, who warned about financial stocks in the summer of 2008 and turned very bullish on the market not long after it bottomed in 2009, says he isn’t buying…
Hulbert: Prescient Indicator Is Bullish
Mark Hulbert says an indicator with an impeccable track record is now in bullish territory. The indicator: The High Low Logic Index, created by Norman Fosback in the 1970s, when…
Greenblatt Seeing Plenty of Value
Hedge fund guru Joel Greenblatt thinks the next year is setting up to be a good one for stocks. “Not only is the market cheap, but the value opportunity is…
Fisher: Election Year A Bullish Sign For Stocks
In his latest piece for Forbes, Kenneth Fisher says he thinks President Obama will be tougher to unseat than many Republicans seem to think. But regardless of who wins, he…
The Graham Approach: How A 60-Year Old Strategy Still Scores Big
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 Benjamin Graham-inspired strategy, which has averaged annual…
Yacktman: Big Blue Chips As Cheap As He's Ever Seen
Top fund manager Donald Yacktman says that in his 40-plus-year investment career, he has “never seen so many large, profitable businesses selling on a relative basis to other things as…