Lakshman Achuthan of the Economic Cycle Research Institute, which has an exceptional track record of economic forecasting, says the economy is slowing in a cyclical fashion — not just because…
Big Returns in Small Stocks
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at his small-stock-focused Motley Fool-based strategy, which has returned 16.1% per year in its…
Grantham: Resource Shortages Are Looming -- Deal with Them Now
GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real…
The Greenblatt Approach: A Simple, Elegant Way to Crush the Market
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 Joel Greenblatt-inspired strategy, which has…
The Problems with Debt-to-GDP Ratios
U.S. debt is climbing toward 100% of GDP — a figure that many are seeing as magic number that portends doom. But Yale Economist Robert Shiller says that logic is…
Sonders on Debt Ceiling, and Why a New Recession Is Unlikely Anytime Soon
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s optimistic a deal will be reached on the U.S. debt ceiling and that growth will pick up in the second…
Tilson & Heins on "Lottery" Picks
While they are value investors, Whitney Tilson and John Heins say that it’s okay to swing for the fences on riskier stocks. “Overpaying for stocks is always a bad idea,”…
Ritholtz: This Recovery Isn't Unusual -- If You Use the Right Yardstick
Earlier this month, forecasters missed the mark by a wide margin on the June jobs report, far overestimating the number of jobs that would be created. And, says Barry Ritholtz,…
Stocks for the Long Run?
Are stocks the best bet for the long haul? In a paper to be published in the Journal of Finance, two researchers question the long-held investing assertion. “There have been…
Doll Cautiously Optimistic
Bob Doll says that while the economic recovery has been tepid, he doesn’t think another recession is coming, and he sees things improving in the coming months. “While we remain…