Wells Capital Management’s Jim Paulsen says lower Treasury rates will have a positive impact on the economy in the second half of the year. Paulsen tells Bloomberg that with the…
Krugman Sees Early Stages of Depression
Nobel-Prize-winning economist Paul Krugman has said in recent months that if more stimulus is not injected into the economy, the economic recovery very well may be derailed. Now, he sees…
Berkowitz Still Sees Value in Financials
Bruce Berkowitz, whose Fairholme fund has returned close to 13% per year over the past decade while the S&P 500 has been in the red, says he’s still finding a…
Hussman Sounds Recession Bell
Fund manager John Hussman is amping up his recession warnings, saying that, “based on evidence that has always and only been observed during or immediately prior to U.S. recessions, the…
Romick's Three Current Portfolio Themes
FPA Crescent fund manager Steve Romick, who has a lengthy track record of beating the market, recently talked to Morningstar about his multi-asset approach to portfolio management. Romick says three…
The Changing Face of Investment Research
While the tenets of good investing remain much the same as they were decades ago, the tools that average investors can use to implement those concepts have undergone something of…
Lynch-Inspired Model Far Outpacing 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 Peter Lynch-inspired strategy, which has…
Guru Strategy Rating Changes: AT&T, Goldman, Blackrock All 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…
Top Fund Manager's Three Keys to Evaluating a Company
Chuck Akre has produced an exceptional long-term track record as a mutual fund manager, and he recently offered some strategy tips in an interview with The Motley Fool. Akre cited…
Roundtable Guests See Challenges, Opportunities
Barron’s recently held its mid-year Roundtable report, asking several top strategists where they think the market and economy are headed. Ten investors participated; here are a few highlights: Archie MacAllaster:…