How A Top-Performing Fund Manager Is Structuring His Portfolio
Top-performing mutual fund manager Dennis Stattman is high on energy stocks and unloved large-cap high-quality stocks, and says fast-growing markets like China, India, and Brazil also have his attention. Stattman,…
How to Find Growth Stocks that Keep Growing
Newsletter guru Jim Oberweis has found some gems in upstart growth plays like Baidu.com and Green Mountain Coffee Roasters, and in a recent interview with Forbes he explained how he…
ECRI Chief Sees Growth Slowing in Second Half
Lakshman Achuthan of the Economic Cycle Research Institute, which has an exceptional track record of economic forecasting, says the economy is slowing in a cyclical fashion — not just because…
Big Returns in Small Stocks
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at his small-stock-focused Motley Fool-based strategy, which has returned 16.1% per year in its…
Grantham: Resource Shortages Are Looming -- Deal with Them Now
GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real…
The Greenblatt Approach: A Simple, Elegant Way to Crush 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 Joel Greenblatt-inspired strategy, which has…
The Problems with Debt-to-GDP Ratios
U.S. debt is climbing toward 100% of GDP — a figure that many are seeing as magic number that portends doom. But Yale Economist Robert Shiller says that logic is…
Sonders on Debt Ceiling, and Why a New Recession Is Unlikely Anytime Soon
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s optimistic a deal will be reached on the U.S. debt ceiling and that growth will pick up in the second…