How You Can Be Like Buffett

In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models I run on Validea.com. In this week’s issue, I outlined my Patient Investor strategy, inspired by the approach that Warren Buffett has used to become one of history’s greatest investors. Below you […]

Roubini Offers Good News (Sort Of)

Nouriel Roubini — the economist who predicted the economic crisis and who has been dubbed “Dr. Doom” for his dire predictions — now thinks the global recession will end later this year, significantly earlier than he has previously predicted. “We are not yet at the bottom of the U.S. and the global recession,” Roubini told […]

Zweig: WWGD? (What Would Graham Do?)

Writing sixty years to the day after Benjamin Graham’s classic The Intelligent Investor was published, Jason Zweig says that Graham would be cautious amid a market like this one. “Today the market seems to be in just the kind of mood that would have worried Mr. Graham: a jittery optimism, an insecure and almost desperate […]

Tilson Turns Bearish on Banks

About two months after turning bullish on some financials, Whitney Tilson — who predicted the housing bust and financial crisis — is now taking profits on some of his bank bets and predicting that more financial troubles are on the way. “There will be a headwind of continued losses for the better part of five […]

Stocks Rising, Dollar Falling — How to Benefit from Both

As stocks have surged over the past two-and-a-half months, the dollar has tumbled. And, according to Francois Trahan and ISI Group’s Portfolio Strategy Group, you can reap the benefits of both. On Barrons.com, Randall W. Forsyth writes that Trahan’s group says investors bullish on U.S. equities should buy stock in big, global companies that may […]

The Other Side: Bond Backers Remain Wary of Equities

While many have joined the bullish camp in recent weeks, several top strategists remain much less enthusiastic about stocks, notes TheStreet.com’s Stan Luxenberg. Chief among the bears is Rob Arnott, of Research Affiliates and the PIMCO All Asset fund. Arnott, who recently published a paper saying that bonds — not stocks — have historically been […]

Top Timing Newsletters All Bullish

The seven most successful market-timing newsletters are all bullish, writes MarketWatch’s Mark Hulbert, who tracks investment newsletters’ performance at his Hulbert Financial Digest. Hulbert says he searched his database for newsletters that outperformed buy-and-hold strategies in the 2000-2002 bear market, the current bear market, and the bull market that occurred in between. He found that […]

Is This Crisis Really a “White Swan”?

In a recent article for the CFA Institute Conference Proceedings Quarterly, James Montier, Societe Generale Cross Asset Research’s global strategist, argues that the recent economic crisis and market plunge were not, as many have said, an unprecedented, unpredictable “black swan” event. Instead, he says the events have the characteristics of what psychologists call a “predictable […]