“Sell in May and go away” — it’s one of the more popular sayings on Wall Street. But according to one study, doing so may cause investors to miss out…
Top Managers Shun Bank Stocks
While it’s now more than two-and-a-half years since the collapse of Lehman Brothers and the worst of the financial crisis, several top investors are still avoiding bank stocks. “We find…
Kass Grows Cautious
Columnist and money manager Doug Kass says that while more and more investors seem to be jumping on the bullish train, he’s getting more bearish. “Despite nearly no one willing…
Buffett Passes on Gold; Continues to Bet on U.S.
While gold has been reaching new high after new high, Warren Buffett isn’t intrigued by the precious metal. “Gold really doesn’t have utility,” Buffett said at Berkshire Hathaway’s annual meeting,…
Fisher Says Shiller P/E Not a Helpful Timing Tool
In an interview with Steve Forbes, Kenneth Fisher says that dollar-cost averaging isn’t a smart strategy over the long run, and says the increasingly popular 10-year “Shiller” P/E isn’t a…
Guru Strategy Rating Changes: JNJ, LLY on Move
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…
Buffett Still Worried on Inflation
Warren Buffett says he’s still worried about inflation, and says, contrary to what many believe, inflation can occur even if the economy is operating with significant excess capacity. “I don’t…
U.S. to Get Younger -- and Older -- over Next Decade
In his latest MarketWatch column, Mark Hulbert takes a look at some interesting demographic trends and predictions that could impact stock market moves over the next decade. “For years now,…
The O'Shaughnessy Method: Growth and Value
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 James O’Shaughnessy-inspired strategy, which has…
Ritholtz High on U.S. Stocks -- For Now
Barry Ritholtz of FusionIQ and The Big Picture blog says he’s 90% long on stocks right now, mostly in the U.S. Ritholtz tells CNBC that a lot of his optimism…