Top money manager Kenneth Fisher says the Federal Reserve should not engage in another round of quantitative easing. “There’s no reason for the United States to be doing quantitative easing,”…
The Greenblatt Approach: How Simplicity and Common Sense Beat 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 and portfolio,…
Ritholtz: Don't Fight The Fed
Barry Ritholtz says that the market has shown resilience in recent months, and says Federal Reserve’s stimulative policies make it hard to bet against the market. “You can’t really be…
Nygren: Equity Returns Likely to "Dominate" Fixed Income Returns
In his third-quarter commentary, top value fund manager Bill Nygren says equities are “highly likely to dominate returns” from fixed income investments. “We continue to believe that equities are attractively…
Sentiment Levels Bode Well for Stocks, Hulbert Says
Mark Hulbert says the market could be in for an “explosive” jump higher, if and when it passes its April highs. In his latest MarketWatch column, Hulbert says that while…
Herro Focused on Fundamentals, Not Macro
While many investors are keying on macroeconomic factors these days, top fund manager David Herro says he’s sticking to fundamentals. “People are afraid to stay focused on the fundamentals, so…
Faber: Dump Bonds, Buy Stocks
While saying he’s “ultra-bearish on everything”, Marc Faber — who predicted the 1987 market crash and turned bearish shortly before the 2007-09 bear market began — says investors should sell…
Guru Strategy Rating Changes: Fast Food, Telecom Stocks on The 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…
Sonders: Yield Curve Flattening Not Cause for Worry
While some investors have been concerned about the rapidly flattening yield curve, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows such a trend isn’t cause for alarm.…
Reese on How to Dig Up Hidden Gems Like Lynch
Many investors are drawn to stocks of companies that come from exciting, booming industries or that have catchy names and flashy new products. But mutual fund legend Peter Lynch prized…