Reese: Defensive Stocks for Jittery Investors
The recent upheaval in the Middle East has sent many U.S. investors running for the door. But in his latest article for Nasdaq.com, Validea CEO John Reese cautions against such…
Siegel: Bull Has More Room to Run
Wharton professor and author Jeremy Siegel says he thinks we’re in the midst of what will be a small correction, but says the bull run has “some distance to go”.…
Opportunity in Japan?
Top value manager Charles de Vaulx continues to see opportunity in one of the world’s most unloved markets: Japan. “Japan is by far one of the cheapest markets in the…
Sonders Talks Inflation, Interest Rates
Charles Schwab chief Investment Strategist Liz Ann Sonders says that, while food and energy prices have been rising rapidly, there is “very little” risk of core inflation right now. She…
Why Corporate Cash Isn't Helping Investors
Investors have been hearing for some time now about the hordes of cash being stashed on U.S. corporate balance sheets. In a recent column, The Wall Street Journal’s Jason Zweig…
Mauldin: Markets Overreacting to Middle East Unrest
John Mauldin says markets are overreacting to the turbulence in the Middle East. Mauldin tells Bloomberg that Libya is not a major oil provider for the U.S., and that “in…
Dreman Positions Portfolio for Inflation
David Dreman says stocks are generally cheap, but he’s still expecting that the U.S. will be jolted by a “really major dose of inflation” at some point down the line.…
Shiller Sees "Substantial Risk" in Housing
Yale Economist Robert Shiller says he’s more worried about the housing market than colleague Karl Case. Shiller, who told reporters that he sees a “substantial” chance that real home prices…