O'Shaughnessy: Rationality Making a Comeback
Last week, we highlighted James O’Shaughnessy’s take on why investors are making major asset allocation changes at just the wrong time. This week, O’Shaughnessy tells the Financial Post of Canada…
The Next Asset Bubble?
ISI Group’s Francois Trahan — Institutional Investor magazine’s top-ranked strategist — says we could be headed into a “fun phase” for the markets, but that the economic rescue plans are…
GARP, PEGS, and Peter Lynch
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the Peter Lynch-inspired P/E/Growth Investor strategy,…
Fisher Says We're Only 50% Through Rally -- at Most
Forbes columnist and money manager Kenneth Fisher says that we’re in the midst of a “V”-shaped recovery — one that will run for at least a year, meaning that we’re…
Buffett: Economy Has Leveled Off -- and I'm Buying Stocks
Warren Buffett has made several public appearances in the past day or two, including this one on CNBC in which he says that the economy has leveled out, but isn’t…
Guru Strategy Rating Changes: GE, Best Buy on the Move
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
No Signs Market Rally Is Done, Ritholtz Says
Barry Ritholtz of Fusion IQ and The Big Picture blog — a longtime bear who presciently turned bullish in March — says the recent rally may only be two-thirds of…
Eveillard Keen on Gold and Asia
First Eagle Funds’ Jean-Marie Eveillard, who in early 2007 correctly said that the credit boom was ending and banks were acting as “disguised hedge funds”, tells Forbes.com that he’s bullish…