The Macro Debate
Macroeconomic factors have been a driving force behind stock market moves in the past couple years. But how much should the recent increase in the impact of macro factors on…
Rogers on How to Profit from the Takeover Takeoff
Ariel Investments’ John W. Rogers Jr. says Corporate America’s appetite for takeover deals is creating big opportunities for investors. Rogers, whose Ariel Fund is in the top 10% of funds…
Fisher on QE2: Don't Do It
Top money manager Kenneth Fisher says the Federal Reserve should not engage in another round of quantitative easing. “There’s no reason for the United States to be doing quantitative easing,”…
The Greenblatt Approach: How Simplicity and Common Sense 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 Joel Greenblatt-inspired strategy and portfolio,…
Ritholtz: Don't Fight The Fed
Barry Ritholtz says that the market has shown resilience in recent months, and says Federal Reserve’s stimulative policies make it hard to bet against the market. “You can’t really be…
Nygren: Equity Returns Likely to "Dominate" Fixed Income Returns
In his third-quarter commentary, top value fund manager Bill Nygren says equities are “highly likely to dominate returns” from fixed income investments. “We continue to believe that equities are attractively…
Sentiment Levels Bode Well for Stocks, Hulbert Says
Mark Hulbert says the market could be in for an “explosive” jump higher, if and when it passes its April highs. In his latest MarketWatch column, Hulbert says that while…
Herro Focused on Fundamentals, Not Macro
While many investors are keying on macroeconomic factors these days, top fund manager David Herro says he’s sticking to fundamentals. “People are afraid to stay focused on the fundamentals, so…