Warren Buffett says he’s still worried about inflation, and says, contrary to what many believe, inflation can occur even if the economy is operating with significant excess capacity. “I don’t think there could be a better Fed chairman [than Ben Bernanke], but I still worry about inflation,” Buffett tells CNBC. “He didn’t talk about this […]
In his latest MarketWatch column, Mark Hulbert takes a look at some interesting demographic trends and predictions that could impact stock market moves over the next decade. “For years now, there has been a drumbeat from economists about the increasing proportion of the U.S. population that is in or approaching retirement,” Hulbert writes. And that […]
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has averaged 10.8% annualized returns since its inception nearly eight years ago, over a period in which the S&P 500 has returned 4% per year. Below […]
Barry Ritholtz of FusionIQ and The Big Picture blog says he’s 90% long on stocks right now, mostly in the U.S. Ritholtz tells CNBC that a lot of his optimism is an “opportunistic trade”. He thinks a major correction is coming sometime in the future, but he says he doesn’t see evidence that it’s coming […]
In his latest “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl takes a look at some Warren Buffett-type stocks, with help from Validea CEO John Reese’s Buffett-based Guru Strategy. “Unfortunately, Mr. Buffett wasn’t available for our little stock-picking exercise. But the folks at Validea Canada have developed a screen that emulates the Oracle […]
GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon, the shift will leave us in serious trouble. “Accelerated demand from developing countries, especially China, has caused an unprecedented shift in the price structure of […]
Karl Case says that “in a sense” the housing market has already had a double-dip downturn. Case and Robert Shiller, the co-creators of the S&P/Case-Shiller Home Price Indices, tell Bloomberg why the housing market continues to struggle, and what is needed for it to come back.
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.
Top value investor Ron Muhlenkamp says that stocks appear “fairly priced”, and that he expects to see equity prices becoming more volatile. In his latest quarterly letter, Muhlenkamp says he thinks stocks have continued to climb a wall of worry in recent months because of the attractive prices that existed six months ago; the U.S. […]
While debt can be a dangerous thing, Fidelity’s Thomas Soviero — who recently supplanted Ken Heebner as the top-performing fund manager of the past decade — says it can also lead to opportunity. “Debt doesn’t have to be a four-letter word,” Soviero, whose Fidelity Advisor Leveraged Company Stock Fund averaged annual returns of 15% for […]
While the turmoil in the Middle East has spooked many investors, Templeton Asset Management’s Mark Mobius sees it as a positive over the long haul. “My outlook is very positive because I see these political changes result in more open societies, more dialogue and therefore better environment for markets including stocks and bonds,” Mobius says, […]
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while a number of concerns about the global economy remain, several positive signs — including falling correlations, improving employment conditions, and even a possible return of animal spirits — make her think the U.S. market will push higher. “We believe job growth will pick up […]
In recent years, throngs of investors have piled into emerging market exchange-traded funds, with many seeking to diversify their portfolios by investing in a broad swath of emerging market companies. But, according to a new study, emerging market ETFs may actually have the reverse effect. The study, performed by The Brandes Institute, found that many […]
Ken Fisher says that, with the bull market maturing, investors can make hay by keying on star CEOs. “Usually the first third of a bull market is led by stocks bouncing back from getting crushed in the prior bear,” Fisher writes in his latest Forbes column. “But the last two-thirds of bulls are usually led […]
While many investors are piling into areas of the market where economic growth has been concentrated and valuations are high, value investor Whitney Tilson says he’s keying on unloved blue chips. “There are a lot of big-cap blue-chip companies that are trading at moderate prices,” Tilson tells Reuters. “At a time when everyone is getting […]