Barron's 2009 Roundtable Summary Part II: Opportunities for a “Grizzly” Bear Market.
In Barron’s Roundtable’s second installment, four strategists (Bill Gross, Felix Zulauf, Archie MacAllaster and Abby Cohen) offer up some investment ideas and thoughts on the market. Included in this post…
Mauldin Sees Bleak 2009 for Economy, Stock Market
Investment manager and author John Mauldin — one of the few strategists who saw the 2008 stock market mess coming — tells Yahoo! TechTicker that he doesn’t see a turnaround…
Yale Endowment Guru Not Changing Approach after Tough Year
David Swensen, who produced exceptional returns as Yale University’s endowment’s chief investment officer for two decades before hitting a rough patch in 2008, talked to the Wall Street Journal this…
Study: Stock Prospects "Rosy" for Long Term
Examining historical trends in the 10-year price/earnings ratio, bond yield spreads, and equity risk level premiums, Professors Dale L. Domian and WIlliam Reichenstein make the case that now is a…
Ben Graham Portfolio at Top of The Charts
I always find it interesting to look at the guru portfolios I run on Validea, and ask the question “what is working” now? Over the last month, in a period…
Look to High-Yield Munis, U.S. Large-Caps, and TIPS -- Hyman, Doll, and Gross Sound Off
Don’t expect the economic news to get better anytime soon — but there are opportunities to make money in this market. That’s what three top strategists — Ed Hyman of…
Barron's 2009 Roundtable Summary: Experts See Uncertain Times Ahead
This is the first of three Barron’s Roundtable articles featuring some of the best and brightest in the investment industry. In general, these experts see more uncertainty in 2009, but…
Reese: Five Reasons for Optimism
In the week’s Validea Hot List newsletter, Validea CEO John Reese says that, despite the continuing troubles with the U.S. economy, he sees several clear reasons long-term investors should be…