Fisher: European Fears Overblown
In his latest Forbes column, Kenneth Fisher says that fears about Europe’s debt problems are overblown, and that credit ratings agencies have only added to the hype. “It’s simply astounding,…
Yacktman Playing Defense, Waiting for Opportunities
Donald Yacktman has been one of the top mutual fund managers of the past decade, and in a new interview with Barron’s he discusses parts of his value-centric strategy. According…
Kass: Volatility Distracting Investors from Positives
Columnist and money manager Doug Kass tells CNBC that the recent market turbulence is distracting investors from good news about the U.S. economy, and that high-frequency trading has “so screwed…
Hussman: More Trouble Ahead
Top fund manager John Hussman is seeing more trouble on the horizon for stocks. Hussman tells Bloomberg that there has been “strong deterioration” in market internals, and that such deterioration…
Hulbert: Two Top Forecasting Models Bullish
Given the recent economic and market turmoil, there’s been a resurgence of pundits warning of a double-dip recession, or another major market crash. But newsletter-tracker Mark Hulbert says two econometric…
Guru Strategy Rating Changes: TLK, FOSL on the Move
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…
Tilson Shorting Homebuilders
Whitney Tilson, one of the few who saw the housing crash coming, says the housing market now stands “on a precipice”, and says he’s shorting homebuilders. Tilson says it’s unclear…
Reese on Wall Street's Most Unheralded Guru
In the latest issue of Forbes Magazine, Validea CEO John Reese takes a look at one of investing history’s most unassuming stock market gurus, Joseph Piotroski. Piotroski, Reese writes, isn’t…