Thunderstorm Capital Chairman and Bloomberg columnist John Dorfman says the market and economy should continue to trend upward at least into next year. Dorfman says he’s emphasizing industrial cyclicals, materials…
Six Reasons Top Wells Strategist Likes This Market
In his latest newsletter, James Paulsen, chief investment strategist for Wells Capital Management, says he believes “the economy and the financial markets have finally turned a corner and are probably…
Barclays Strategist: Recovery Will Be Strong
While there is still quite of bit of pessimism and talk of gloom and doom swirling around the market and the economy, Barclays head of asset allocation Tim Bond is…
Swensen on Why Individual Investors Will Always Be at a Disadvantage
WealthTrack has released some previously unaired parts of Consuelo Mack’s May interview with Yale Chief Investment Officer David Swensen. In the clip below, Swensen discusses a variety of topics, including…
Where Do We Go from Here? Sonders, Yardeni & Others Weigh In
With the market continuing to surge, SmartMoney.com recently surveyed a number of top strategists to see just how much room they think stocks have to run, and found a good…
Gross on GDP, the "New Normal", and Why Watching Fees Is More Important than Ever
In his August Investment Outlook on PIMCO’s web site, bond guru Bill Gross talks about two key — and interrelated — issues: whether the government will be able to “reflate”…
Top Strategists Talk "Buy-and-Hold"
The Financial Times recently interviewed several top strategists about the viability of “buy-and-hold” investing, and found that some are espousing more of a “buy-cheap-and-hold” approach. “In a challenge to the…
Why Jeremy Grantham Is Bored with this Market
Just a few months after he said that equities were undervalued for the first time in two decades, Jeremy Grantham now says the broader market is again overvalued — though…
Pabrai on Buffett, and the Current Market
Fund manager and author Mohnish Pabrai — a Warren Buffett disciple who a couple years ago paid $650,000 in a charity auction for the right to have lunch with “The…
Dreman Strategy Making Big Comeback
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the David Dreman-inspired Contrarian Investor strategy,…