Investment manager and author John Mauldin — one of the few strategists who saw the 2008 stock market mess coming — tells Yahoo! TechTicker that he doesn’t see a turnaround…
Yale Endowment Guru Not Changing Approach after Tough Year
David Swensen, who produced exceptional returns as Yale University’s endowment’s chief investment officer for two decades before hitting a rough patch in 2008, talked to the Wall Street Journal this…
Study: Stock Prospects "Rosy" for Long Term
Examining historical trends in the 10-year price/earnings ratio, bond yield spreads, and equity risk level premiums, Professors Dale L. Domian and WIlliam Reichenstein make the case that now is a…
Ben Graham Portfolio at Top of The Charts
I always find it interesting to look at the guru portfolios I run on Validea, and ask the question “what is working” now? Over the last month, in a period…
Look to High-Yield Munis, U.S. Large-Caps, and TIPS -- Hyman, Doll, and Gross Sound Off
Don’t expect the economic news to get better anytime soon — but there are opportunities to make money in this market. That’s what three top strategists — Ed Hyman of…
Barron's 2009 Roundtable Summary: Experts See Uncertain Times Ahead
This is the first of three Barron’s Roundtable articles featuring some of the best and brightest in the investment industry. In general, these experts see more uncertainty in 2009, but…
Reese: Five Reasons for Optimism
In the week’s Validea Hot List newsletter, Validea CEO John Reese says that, despite the continuing troubles with the U.S. economy, he sees several clear reasons long-term investors should be…
Bogle: Don't Forget These Lessons Next Time
Investing legend John Bogle, founder of the Vanguard Group of Mutual Funds, writes in a guest column for The Wall Street Journal that investors continually ignore lessons of the past,…
Neff: "It's Time To Go In"
In a rare interview, retired value guru John Neff — who put together one of the best track records in history over his three-plus decades managing the Windsor Fund —…
Berkowitz’s Free Cash Flow Yield Screen
Advisor Perspectives turns out another good interview, this time with Fairholme Fund manager Bruce Berkowitz. Berkowitz’s leadership has helped turn the Fairholme Fund into one of the most successful funds…