Hussman "Cautiously Pessimistic"
Hussman Funds’ John Hussman says he’s fully hedging his Strategic Growth Fund, seeing the recent market weakness as a “natural (though unpredictable in timing) clearing of the previously overextended market…
The Best Investment Guru You've Never Heard Of
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 Joseph Piotroski-inspired strategy, which has…
Oberweis: Headwinds Making China Stocks More Attractive
Newlsetter guru Jim Oberweis, whose China Opportunities fund has returned 116% over the last year (more than 95% of its peers), says China stocks face headwinds over trade disputes with…
El-Erian: No Strong Bouce-Back this Time
While the economy has shown signs of life in the past several months, PIMCO’s Mohamed El-Erian still expects a “new normal” of subpar growth in the U.S. El-Erian tells Bloomberg…
"Random Walk" Author Malkiel: Keep It Simple
Burton Malkiel, the Princeton economist known for his book A Random Walk Down Wall Street and espousal of the efficient market hypothesis, hasn’t changed his beliefs after the recent financial…
Guru Strategy Rating Changes: BP, Visa 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 & Heins: "Buy-and-Forget" a Losing Proposition
In their latest Kiplinger’s column, Whitney Tilson and John Heins examine a 10-year-old Fortune magazine article to stress some of their core beliefs about investing — including the idea that…
Fisher: Think Globally -- and Be Careful on Gold
Money manager and Forbes columnist Kenneth Fisher says we are in the early stages of a bull market led by foreign and emerging markets — and that investors should be…