More Evidence that Correlations Haven't Really Changed
Recently we highlighted an article from Mark Hulbert that detailed why talk of a new era of higher correlations among stocks is misguided. Now, The Wall Street Journal’s Jason Zweig…
Buffett Bullish on Big Blue, Says Housing in "Depression"
Warren Buffett’s Berkshire Hathaway has taken a 5.4% stake in tech sector giant IBM, and he remains upbeat on equities over the long haul, though he says a “depression” in…
Top U.K. Manager Sees Trouble for Economy, But Not for Stocks
Neil Woodford, the U.K. manager whose fund has posted very strong results over the past year and over the long term, thinks Europe is headed for recession, but thinks equities…
Fisher's Price/Sales Approach Still Crushing 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 Kenneth Fisher-inspired strategy, which has averaged annual…
Reese: There's Value in Healthcare
After rebounding earlier this year from a lengthy period of underperformance, health care stocks have found themselves lagging again over the past month or so. And that, Validea CEO John…
An Unlikely Tech Stock Fan
Donald Yacktman, who for more than a decade has posted one of the best track records of any mutual fund manager, is finding big value in an area he once…
ECRI Chief: We're Tipping into Recession
The Economic Cycle Research Institute’s Lakshman Achuthan, whose group has a strong track record of forecasting economic cycles, continues to think we’ve been “tipping into a recession” since September. Achuthan…
Sonders on the "Real Mortgage Rate"
While many news outlets and pundits have been reporting on how historically low mortgage rates could spur housing demand, Charles Schwab’s Liz Ann Sonders says that they’re missing a big…