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 Peter Lynch-inspired P/E/Growth Investor strategy,…
Fisher Says We're Only 50% Through Rally -- at Most
Forbes columnist and money manager Kenneth Fisher says that we’re in the midst of a “V”-shaped recovery — one that will run for at least a year, meaning that we’re…
Buffett: Economy Has Leveled Off -- and I'm Buying Stocks
Warren Buffett has made several public appearances in the past day or two, including this one on CNBC in which he says that the economy has leveled out, but isn’t…
Guru Strategy Rating Changes: GE, Best Buy on the Move
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
No Signs Market Rally Is Done, Ritholtz Says
Barry Ritholtz of Fusion IQ and The Big Picture blog — a longtime bear who presciently turned bullish in March — says the recent rally may only be two-thirds of…
Eveillard Keen on Gold and Asia
First Eagle Funds’ Jean-Marie Eveillard, who in early 2007 correctly said that the credit boom was ending and banks were acting as “disguised hedge funds”, tells Forbes.com that he’s bullish…
Rogers on Inflation, China & India, and Bull Market Hysteria
In this recent interview with The Banking Conversation, commodities guru Jim Rogers explains why he thinks the U.S. dollar is headed for big trouble, and why he thinks commodity prices…
Short-Term Opportunities, Long-Term Questions
After the huge rally in stocks over the past six months, the big question for investors is, can it continue? Fortune recently posed that question to several successful strategists, and…
O'Shaughnessy: Asset Allocation Changes Coming at Terrible Time
With stocks struggling through a terrible bear market over the past two years, investors have taken huge sums of money out of stocks and poured money into bonds — a…
J. Zweig & Taleb on Where Investors Go Wrong
Consuelo Mack has two very interesting interviews on WealthTrack this week, talking investing and psychology with both Wall Street Journal columnist Jason Zweig and Black Swan author Nassim Taleb. Zweig,…