O'Shaughnessy on How Inflation Impacts Stocks, Bonds
Given the huge growth in monetary supply that the Federal Reserve has overseen in an effort to combat the financial crisis and Great Recession, many top strategists — including Warren…
Akre Cautious, But Finding Values
Top value investor Chuck Akre says he’s remaining cautious on the stock market, though he’s finding a number of picks that he says are low-risk, high-reward options. “The US is…
Paulson Sees Weak Housing Market
John Paulson says weakness in the housing market is posing a threat to the U.S. economic recovery. “In my eyes, the major risk for the American recovery is the stagnation…
Guru Strategy Rating Changes: Petrobras Rising, GSK Falling
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Cooperman Still Optimistic on Stocks
Hedge fund guru Leon Cooperman says he’s still optimistic on the stock market, though his optimism has been tempered a bit recently. Cooperman (whose market commentary starts around the 10…
Soros Talks China, Dollar, Inflation
Hedge fund guru George Soros says inflation in China is a serious concern, and says the Asian power made a mistake in not letting its currency appreciate in value. Soros…
The Shiller P/E: In Need of a Revision?
Does the “Shiller P/E” need a revamp? Some well-known strategists say yes, but others — including Yale Economist Robert Shiller himself — say no. While most strategists and publications use…
Reese Finding Value in Telecom Stocks
In his latest article for Morningstar.com, Validea CEO John Reese takes a look at some of his top picks in a sector that hasn’t gotten much love during the two-year…