Money manager and columnist Doug Kass, who has made some very good calls in the past couple years, is getting “longer” on stocks. “I think it’s approaching a time to…
Hussman Sees "Abrupt Collapse" Coming for Dollar
In his latest market commentary, top fund manager John Hussman continues to express a bearish view, and says that more quantitative easing by the Federal Reserve is likely to trigger…
Fear Has Fisher Bullish
Investors have been fleeing stocks in a hurry in recent months, and that has top money manager Kenneth Fisher feeling bullish. “I’m never going to be bearish when people are…
Siegel on the "Bond Bubble"
Author and Wharton Professor Jeremy Siegel says a bubble is forming in the bond market, and that those who continue to rush into bonds are making the same kind of…
Buffett, Icahn, and Paulson all Busy in Q2
The firms of several top investors were busy buying and selling stocks during the second quarter, and CNNMoney.com recently highlighted the moves of three of them. For starters, Warren Buffett’s…
Little-Known Guru Generates Big Profits
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the Guru Strategy he bases on the writings of Joseph Piotroski, a little-known…
The Double-Barreled O'Shaughnessy Approach
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…
Fisher on the Perils of Market Timing
In his latest Forbes column, Ken Fisher says that fund investors who try to time the market play a dangerous game. “Plenty of funds have fine long-term returns despite being…
Oberweis Likes Chip Stocks
Newsletter guru Jim Oberweis is finding a lot of value in an area of the market that was hit hard by the recent recession: semiconductor capital equipment stocks. “After a…
Two Top Newsletters Optimistic -- and Cautious
Two top-performing stock newsletters are sounding optimistic on stocks, though both are also exercising some caution, MarketWatch’s Peter Brimelow reports. One, the Cabot Market Letter, recently stated that it is…