Interest rates and inflation have a much greater role in stock market valuations than you might think, and that means the stock market is on a “very dangerous” path, according…
The Lynch Approach: GARP, PEGs, and Profits
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 Peter Lynch-inspired strategy, which has averaged annual…
Hussman: Recession Now "Virtually Certain"
Fund manager John Hussman says a new recession — and a Greek debt default — are now “virtually certain”. In his latest market commentary, Hussman says that the markets seem…
Hulbert: History Says Value Stocks May Be Ready To Rebound
MarketWatch’s Mark Hulbert says that a couple of historical factors are indicating that value stocks may be ready to finally start outperforming growth stocks again. Hulbert notes that value stocks,…
Are Stock Prices Already Factoring In An Earnings Slowdown?
Michael Lipper, a former president of the New York Society of Security Analysts, says he thinks stocks are already pricing in a slowdown in sales growth and a decrease in…
Why The Coming Decade Should Be Good For Stocks
Financial historian and NYU Stern School of Business Professor Richard Sylla — who in the late 90s predicted that the next decade would be a weak one for stock returns…
Sonders: Want Job Growth? Provide Regulatory Clarity
Charles Schwab Chief Investment Strategist Liz Ann Sonders sees weak growth for the U.S. for “quite some time” — though she doesn’t see another recession on the horizon — and…
The Not-So-New Macro Investing World
For investors, much of the decade since the September 11 attacks seems to have been dominated by an unprecedented slew of troubling macroeconomic issues: terrorism fears, a financial crisis, natural…
Mobius Sees Opportunity In Smaller Emerging Markets
While emerging markets like Brazil, China, and India get a lot of the attention, Templeton Asset Management’s Mark Mobius says smaller areas like Thailand, Indonesia, Chile, Poland, Romania, and Turkey…
Winters: "It's a Great Time to Be a Value Investor"
Top fund manager David Winters says it’s a “great time to be a value investor”. Winters tells Bloomberg that “I think there’s a lot to do today because people are…