Swensen Sees Opportunities in Clean Tech
Yale endowment guru David Swensen is seeing a number of opportunities in “green” investments, writes TheEnergyCollective.com’s Marc Gunther. “Yale University’s influential $16.3 billion endowment has taken stakes in startup companies…
Grant: Higher Yields Coming
James Grant of Grant’s Interest Rate Observer sees higher rates ahead for Treasuries. Grant has also compiled a new report about the credit quality of Treasuries, with some interesting findings…
The Graham Strategy: Still a Winner after 60+ Years
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 Benjamin Graham-inspired strategy, which has…
Shiller: Hurdles Await Housing Market
The housing market, which was at the heart of the 2008 financial and stock market meltdowns, is improving but has some big hurdles ahead, says Yale economist Robert Shiller. He…
Sonders Remains Optimistic
While some have been concerned about the low volume and lessened volatility in the market of late, Charles Schwab’s Liz Ann Sonders remains upbeat on stocks. “The grinding-higher [market] action…
Guru Strategy Rating Changes: Guess Rising, AT&T 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…
Berkowitz Targets Financials
In an interview with Barron’s, top fund manager Bruce Berkowitz says that he’s high on some of the firms most beaten down by the financial crisis — including Citigroup and…
Ellison Continues to Find Attractive Financials
David Ellison, the fund manager and Peter Lynch disciple who sidestepped much of the financial sector meltdown and then turned bullish on the sector shortly before the March 2009 low,…