Uber, Cabs, and The Efficient Market Hypothesis
For those who still think stock markets are efficient, The New York Times today offered an interesting example of why they may want to reconsider. (more…)
Sonders: Wall of Worry Remains
While some measures of short-term sentiment have gotten quite bullish, Charles Schwab Chief Investment Strategist Liz Ann Sonders says that long-term indicators show the stock market’s Wall of Worry remains…
Fisher: Annuities, No; Stocks, Yes
In his latest Forbes column, top strategist Kenneth Fisher talks about why he hates annuities, and why he remains bullish on stocks. (more…)
Tech Sector's Second Acts Offering Lots Of Value
The tech sector evolves quickly, and that can turn one-time stars into afterthoughts in the blink of an eye. But Validea CEO John Reese says it’s not yet time to…
Falling Oil A Problem? Hardly, Says Rosenberg
Don’t believe the hype about falling oil prices being a bad sign. That’s what top economist David Rosenberg says. (more…)
Reese On The "Quality-Value Synthesis"
Many of history’s best investors have been big proponents of investing in “quality” stocks — those that generate high returns on equity and assets, and strong, consistent margins. But Validea…
Herro: Risk-Reward Better For Europe
Looking for places where the risk/reward scenario is most attractive? Top fund manager David Herro says Europe is the place to focus. (more…)
Fisher: Gridlock Is Great
Following this month’s elections, many are fretting about the likely gridlock that will dominate the American political system. But Kenneth Fisher says gridlock is just what markets like. (more…)