Shiller: Housing to Move Sideways

Yale economist Robert Shiller, who predicted the recent housing bust as well as the Internet bust earlier this decade, says that a meaningful recovery seems to have occurred in the housing market — but that we shouldn’t expect it to continue at the current rate. “It looks like a major turnaround,” Shiller, whose S&P Case-Shiller […]

Wells’ Paulsen: Six Reasons for Growth

Wells Capital Management Chief Investment Strategist James Paulsen is sounding optimistic on the economy, and today explained to Bloomberg TV the reasons for his belief that the solid growth is on the way. Paulsen says that stimulus plans generally come with a significant lag time (as much as a year), and, because of that, much […]

Forester Trims Back, But Optimistic on Q3 Earnings

Tom Forester, whose Forester Value Fund was the lone diversified stock fund to make money in 2008, is taking profits on some of his 2009 winners, but thinks third-quarter earnings season should be pretty solid because of the government’s massive stimulus efforts. According to Investment News, Forester — whose fund is lagging the S&P this […]

Mobius on “Frontier” Markets

Mark Mobius, manager of Templeton Emerging Markets Investment Trust says that emerging markets have a lot of room left to run, and that “frontier markets” — those in the very early stages of developing, like Vietnam, Romania, and Kenya — are “where it’s at”. Mobius tells the U.K.’s Telegraph TV that a big reason for […]

Doll: “New Normal” Could Look Like an Older Normal

In an interview with MarketWatch’s Chuck Jaffe, Blackrock Global Chief Investment Officer of Equities Bob Doll gives his take on what to expect from the economy and the markets as we move past the financial crisis and recession. The “new normal” Doll envisions isn’t as bleak as some have described, but it’s also not euphoric. […]

Bad Recession, ‘Zippy’ Recovery? History Says ‘Yes’

While many are predicting that the depth of the economy’s troubles will mean a “slow-burn” or muted recovery, James Grant writes in The Wall Street Journal that he’s expecting something much different. “Not famously a glass half-full kind of fellow, I am about to propose that the recovery will be a bit of a barn […]

Target “Disruptive” Stocks, Oberweis Says

In his latest Forbes column, newsletter guru Jim Oberweis says that investors should own “disrupters” — firms whose new, innovative products are challenging more established companies in their industries. Some of the most well known “disrupters” have been firms like Microsoft, Google, and Amazon, which — despite their current status as corporate giants — began […]

Top U.K. Manager High on Emerging Markets

Robin Geffen, one of the U.K.’s most successful fund managers, says that the balance of power is shifting in the global economy, and that emerging market nations offer opportunities for big investment returns in a post-financial-crisis world. Geffen, fund manager and managing director of Neptune Investment Management, says that in the decade leading up to […]

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 that he thinks “the market is returning to rationality”, and that over the next ten years equities will be one of the best-performing asset classes. […]

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 putting us on track for another asset bubble. At the State of Wisconsin Investment Board’s recent annual reception, Trahan said that the massive capital injections […]

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, which is up more than 47% this year and more than 81% since its inception more than six years ago. Below is an excerpt from […]

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 only halfway through the rally, at most. Fisher tells Yahoo! TechTicker that we are still in a “reverse bubble” — a period of pervasive, overdone […]

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 the way done, and says not to underestimate America’s ability to develop new ways to grow. Ritholtz tells Yahoo! TechTicker that he sees nothing in […]

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 that he’s bullish on gold and sees a variety of opportunities in Asian stocks right now. Eveillard, a value investor, says that given current interest rates he thinks […]

Rogers on Inflation, China & India, and Bull Market Hysteria

In this recent interview with The Banking Conversation, commodities guru Jim Rogers explains why he thinks the U.S. dollar is headed for big trouble, and why he thinks commodity prices will be headed upward. Rogers also offers some interesting thoughts about the problems that investors — particularly those who identify bubbles or manias early on […]

J. Zweig & Taleb on Where Investors Go Wrong

Consuelo Mack has two very interesting interviews on WealthTrack this week, talking investing and psychology with both Wall Street Journal columnist Jason Zweig and Black Swan author Nassim Taleb. Zweig, author of Your Money and Your Brain, delves into the way human investors are impacted by a number of psychological phenomena that cause them to […]