Reese on Stocks the Big Guys Like
With individual investors continuing to shun stocks, Validea CEO John Reese takes a look at some firms that institutional investors — who appear to have driven the 2009 market rebound…
Tilson: High-Quality Blue Chips as Cheap as Ever
Whitney Tilson says he’s seeing some of the best opportunities he’s ever seen in big, high-quality blue chip equities, but that a bubble is forming in blue chip bonds. Investors,…
Top Fund Manager Sees Hopeful Signs
Thyra Zerhusen, whose Aston/Optimum Mid-Cap Equity fund has beaten about 95% of its peers over the past decade, is seeing signs of hope in the economy, and has been buying…
Biggs: Now Isn't Time to Be Underinvested
Barton Biggs says the odds of a double-dip recession are “pretty remote”, and says he doesn’t think now is a time to be underinvested. The hedge fund guru tells Bloomberg…
Guru Strategy Rating Changes: Gannett, Burger King on 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…
Fisher: Second Leg of Bull Coming
Kenneth Fisher says the current correction is “the most textbook perfect” one he’s seen in 12 years, and says the second leg of a bull market is coming. Fisher writes…
Arnott: Investors Looking in Wrong Places for Sovereign Debt
In his latest newsletter (click here for a PDF version), Research Affiliates’ Rob Arnott offers some interesting data on sovereign debt — data that indicates many investors are buying up…
Sonders: Double-Dip Still Unlikely
Charles Schwab Chief Investment Strategist Liz Ann Sonders continues to sound skeptical that the U.S. is entering the second leg of a “double-dip” recession. “Although rhetoric surrounding a double-dip recession…