Sonders: Stocks Attractive, But Short Term Could Be Bumpy
Charles Schwab’s Liz Ann Sonders says that while the short-term ride may well be difficult, equities continue to look attractive for long-term investors. “The U.S. election season will continue to…
Shiller: Not Clear if Housing Has Bottomed
Yale economist and housing guru Robert Shiller isn’t ready to say the housing market has bottomed. “There are a lot of positive indicators, but I think people tend to overreact…
The Buffett Approach: More Than Just Value
Though known as perhaps the greatest value investor of all-time, Warren Buffett’s approach involves much more than just looking at value, Validea CEO John Reese writes in his latest Forbes…
Siegel: "Sell in May" Crowd Should Give Stocks a Boost
Author and Wharton Professor Jeremy Siegel thinks the stock market could get a nice boost next month as investors who followed the old “Sell in May and go away” adage…
Top Bond Manager Looking to Stocks
Bond guru Jeffrey Gundlach says he doesn’t see another “Lost Decade” for stocks, and his bond-focused firm may even be adding some stock funds to its offerings. “Equities may be…
Gloomy Faber Gets Bullish on China, Europe
The often gloomy Marc Faber of the Gloom Boom & Doom Report is bullish on European and Chinese stocks, and says that with an era of volatility on the way,…
Achuthan, ECRI: U.S. Is In Recession
Lakshman Achuthan of the Economic Cycle Research Institute says the U.S. is in a recession. Achuthan tells Bloomberg that jobs data is one key indicator signaling that recession is here.…
The Dreman Approach: Thinking Contrarian to Beat the 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 David Dreman-inspired strategy, which has averaged annual…