Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener

Search Results for: federal reserve

Muhlenkamp Skeptical of Fed Plan; Says Market's "Cadillacs" Cheaper than "Chevys"

September 22, 2011

Top value investor Ron Muhlenkamp says the Federal Reserve’s “twist” plan is counterproductive and will end up resulting in the opposite of what is intended. Muhlenkamp says the Fed is…

Read more

Arnott on Why the Valuation Picture Is Troubling

September 16, 2011

…about 19, Arnott says, so the current level is only slightly higher. “But,” Arnott says, “this arithmetic misses something important: radical changes in the way the federal government calculates the…

Read more

Hussman: Recession Now "Virtually Certain"

September 13, 2011

…to be viewing the current situation as a replay of the 2010 correction, and are holding out hope that the Federal Reserve will launch another round of “monetary intervention”, as…

Read more

Gross: Fed Policies May Be Destroying Credit, Not Creating It

September 7, 2011

The Federal Reserve has for the past few years maintained a low interest rate policy in order to make credit easier to obtain and growth easier to come by. But…

Read more

Fisher: Like QE2, QE3 is Unnecessary

September 6, 2011

While murmurs of a potential “QE3” — that is, a third round of quantitative easing by the Federal Reserve — continue to hover over the stock market, Kenneth Fisher says…

Read more

Sonders: U.S. Recession Unlikely; Europe Needs To Do More

August 19, 2011

…readings we’ve seen recently — the Philadelphia Federal Reserve’s regional manufacturing index plunging to -30.7 and consumer confidence levels remaining very low — tend to be good contrarian indicators for…

Read more

Krugman: We Need a Short-Term Fix

August 16, 2011

…refinancing. And it would involve an all-out effort by the Federal Reserve to get the economy moving, with the deliberate goal of generating higher inflation to help alleviate debt problems.”…

Read more

Buffett on Why the Wealthy Pay Lower Tax Rates Than Middle Class -- And Why They Shouldn't

August 15, 2011

With the federal government running huge deficits, Warren Buffett says it’s time to raise taxes on the wealthy — who, he says, often end up paying much lower tax rates…

Read more

Grantham Buying for First Time Since '09, But Offers Several Warnings

August 12, 2011

…with the Federal Reserve possibly out of ammunition, new developments that lead to a global double-dip recession could result in a more “typical” pattern than we saw in 2009. “That…

Read more

Doll Cautiously Optimistic

July 20, 2011

…to name a few. He expects manufacturing data, unemployment data, work week length, and bank lending will all improve in the coming months. He also says he expects the Federal…

Read more

Posts navigation

1 … 40 41 42 … 54
Recent Original Research
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
September 8, 2025
Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
September 7, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield provides investors with a comprehensive view of how companies generate value for their owners in relation to market capitalization through three primary channels. Companies can distribute cash directly through dividend payments from their earnings. They...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved