In his year-end letter, Ron Muhlenkamp says that, after being cautious for most of 2010, he gained confidence in the U.S. economy toward the end of the year and is…
Shiller: U.S. & European Markets Overvalued
Yale economist Robert Shiller says he thinks U.S. and European stocks are overvalued. “I would say the market is overpriced based on fundamentals,” Shiller tells CNBC. “The Dow [reaching] 12,000…
A Guru-Inspired Look at Top Canadian Stocks
In Canada’s Globe and Mail, David Parkinson takes a look this week at Validea Canada’s guru-inspired investment strategies. “One of the problems with pursuing a specific investing strategy — even…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a…
Roundtable: Gabelli, Gross, Faber, and Others Weigh In
Barron’s recently published the first part of its annual roundtable, with ten strategists — including Bill Gross, Mario Gabelli, Abby Joseph Cohen, and Marc Faber — offering their takes on…
Guru Strategy Rating Changes: McDonald's Rising, GE 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…
ECRI Chief: Stop Calling Recovery "Fragile"
Lakshman Achuthan, the managing director of the Economic Cycle Research Institute, says a consumer revival is providing a big boost to the economy, and says the recovery is no longer…
Sonders on Housing, Unemployment, and GDP
Housing played a huge role in the 2008 market crash and “Great Recession”, and in her latest market commentary Charles Schwab Chief Investment Strategist Liz Ann Sonders offers some interesting…
Winters, Biggs on Where the Market Is Headed
Two top money managers, David Winters and Barton Biggs, are sounding bullish on U.S. stocks. Winters, whose mutual funds have excellent long-term track records, told Bloomberg that benchmark indexes may…
Faber: Inflation Should Lead U.S., Europe to Outperform EMs in 2011
Marc Faber says that, in large part because of inflationary pressures, the U.S. and European markets should outperform emerging markets this year. “We have money printing around the world and…