Arnott Sees Opportunities in Emerging Markets
Rob Arnott of Research Affiliates and PIMCO says emerging markets continue to offer some of the better investing opportunities. “Emerging markets, for the most part, don’t have large deficits; for…
O'Shaughnessy: Don't Fear European Stocks
With bond yields and stocks sentiment both low, James O’Shaughnessy says he is “very very bullish” on stocks. O’Shaughnessy tells CNBC that bonds are priced to perform very poorly, but…
Sonders: Market to Meander; Stay Calm
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the U.S. economy has a lot going for it, and thinks investors should remain calm. “I happen to be a pretty…
Woodford Sees Global Stagflation
Top U.K. fund manager Neil Woodford remains cautious about the global economy, and says he expects a prolonged period of stagflation. “As we have gone through 2012, it has become…
The Fisher Strategy: Capitalizing on "The Glitch"
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: Value Investing Not Dead
In his latest article for MSN Money’s Top Stocks blog, Validea CEO John Reese says that value investing is not, as some claim, dead, and he offers up his Warren…
Wien: S&P May Well Hit 1,500 By Year-End
Blackstone Group’s Byron Wien says it’s “reasonable to think the [S&P 500] could reach 1,500 this year.” Wien tells Bloomberg he thinks the economy will pick up momentum, helped by…
Buffett, Berkshire Make Big Changes
Warren Buffett’s Berkshire Hathaway made several big moves in the second quarter according to new regulatory filings, including slashing its holdings of several consumer stocks. Alex Crippen of CNBC’s Warren…