Fisher: The Economic Data Is Better than Many Think
Kenneth Fisher says the fact that GDP growth nearly doubled in the U.S.’s third quarter is far from the only positive economic sign out there — even though the media…
Biggs: "Rally Going to Continue for a While"
Hedge fund guru Barton Biggs, who had been reducing equity exposure late in the summer months, has recently reversed course and has continued to up his exposure since the announcement…
Gross & El-Erian See Weak Growth, and the Need for Gov't Spending
In a rare joint interview, PIMCO’s Mohamed El-Erian and Bill Gross say that the US will continue to experience slow growth because of structural problems with the economy, and that…
Zweig on the "Optimism Bias"
On the Wall Street Journal’s “Total Return” blog, Jason Zweig highlights research that indicates human beings have an “optimism bias” — that is, we learn more from our successes than we…
Romick Finding Value in Large-Caps
Top-performing fund manager Steven Romick, who often targets smaller stocks, is finding that the current market environment has larger stocks looking attractive because of their valuations. “We think owning good,…
De Vaulx Likes Japanese & European Firms
Top value investor Charles de Vaulx is high on Japanese stocks and stocks of European companies with global exposure. De Vaulx tells Bloomberg that there are a lot of strong…
The Strategy Behind Buffett's Success
In an interview with CNBC, Validea CEO John Reese talks about his Warren Buffett-inspired strategy, and some stocks it’s high on right now. Reese explains how his model uses Buffett-based…
Election Year A Bullish Sign? Maybe Not
Contrary to popular belief, Mark Hulbert says the notion that stock market returns are strong in the years of presidential elections is wrong. In a recent MarketWatch column, Hulbert comes…